Interim update Sept 18, 2023

[MarkD]

I am going through the update and have comments re: online portfolios. The change is welcomed as my belief is it will be real time vs snail mail. Please accept this critique as an area for improvement.

1. There is no longer a separattion between primary and secondary candidates.

2. Provide a color code for the individual stocks/options/ETFs. I see green, blue-green, blue, red.

3. I would appreciate separating the buy and sell advice from comments. As an example, can a column be added for the actions (buy/sell) with a standard format, e.g., Buy 1/5 @ $xx, 2/5 @ $yy, and the comments would indicate if a trigger event had occurred and if folks should consider adding on pullbacks, e.g., some buys were reported but keep attempting to enter lot 1/zz (similar to the directions from the MU letter.

4. There are pending buys from the prior updates on stocks which are not included yet in the online portfolio. An example is AMN. The comments indicate position 1/4 has been purchased but doesn't include the pending purchase 2/4. This occurs on several positions.

Appreciate the opportunity to provide feedback.