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I am about to go full hippie, playing hacky sack while living on an agrarian commune, style. I will not be a greedy capitalist pig. Despite $HMIN and $RDWR performing like reliable old pals, I do not want to fool around with my hard fought gains. Thus, I sold out of both, moving back to a heavier cash position.
All trades are timestamped inside The PPT.
UPDATE: I shorted 1/4 more of $LULU. I am now short a full position in the name.
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TOTAL PORTFOLIO:
EQUITIES: 48%
- LONG: 40% ($TQNT $RINO $CTXS $CMG $NTCT $RBCN $MELI)
- SHORT: 8% ($LULU)
CASH: 52%
Enjoy your blog. Very helpful, your earlier blogs on protecting capital is also my goal. Followed you with rino today. Also got lucky with chng, got in @ 5.39 and it closed at 5.99. Keep up the great work! I am a fan. I am 60% invested and 40 % cash. bt