Portfolio 03/07/13

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Greetings internetsville.  Nothing satisfies me quite like witnessing the Philadelphia Flyers jovially celebrating another blowout win vs. the Pittsburgh Penguins (in the first period)…only to have the Penguins screw their heads back on and score 4 unanswered to leave the Flyers and the great unwashed masses of their fans throwing tantrums and breaking their sticks in disgust.

HAHAHAHA, EABOD Flyers.

HAHAHA

As for my portfolio, MDP took one on the chin yesterday.  I didn’t sell…though I was tempted, but I will give this one a little more room and may even add to this position if I deem it necessary.

After over a month of monitoring, I pulled the trigger on a starter in MGA during this recent sideways action.

Even with the drubbing that was delivered courtesy of MDP, we still are chipping away at the losses incurred over the prior two weeks.

Cash levels are down to 38%.

2013-03-07perf 2013-03-07-EM

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