For the last three years, I’ve been tethered rather tightly to the internet.  It’s been within pockets reach at the worst, and blown up large on two 24-inch Samsungs at best.  However, this afternoon Raul is embarking on a quest deep into the jungles of Central America.  I’ll only be down there for a week’s time, but I plan to be checking in only intermittingly while away.

The original plan was to go almost entirely to cash, and I’ve managed to raise my cash levels quite a bit these last few sessions.  The problem is this damn trend is a beast. There’s one other “problem” named helicopter Ben.  Check out his March POMO schedule:

With the trend in mind, and all this cash being rained on the market, going to cash now could mean missing out on a bucket-o-fun.  Therefore, instead of getting some crazy 80% cash level, I’m placing some good-until-cancel orders to stop out my positions.  They’re way out of the way, allowing for some drawdown if the stock gods see fit to take my coin.

Without further adieu, here is my entire book. Feel free to toss ham and mashed potatoes in ridicule of any losers I hold whilst I’m away.  The following are my positions, all longs, listed by size:

CREE
TPX
ZNGA
CCJ
CMG
ANGI
RH
AWK
Z
OESX
VHC

UPDATE: add RGLD to the list. I can’t let you guys have all the fun 😉

My cash level is 40%

I hope to find a reliable connection so I may access my VPN to get my profiles, but I’m not banking on it.  I also hope to bring the jungle to you, internet people, live, as I see fit.  Trade well friends.

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