TD,
Correct me anyone if I'm wrong but I believe it was implied, if not stated, that our picks were for the year. Personally, I wouldn't mind if some portfolio turnover were allowed, say 50% for instance, to approximate real-world trading behavior! Dude, given that you set this thing in motion, it is probably your prerogative to define the conditions going forward, with or without considering the opinions of the participants!
My NAV at the end of the six months was $130,767. Five up, five down...four of which I would swap if allowed!
Going up: CFGL, MVISW, KS, ATAC, PM.
Going down: DITI, WNC, ISIP, LGND, OE.
Willing to swap ISIP, LGND, DITI, MVISW for SDIX, MCLN, CELG, GLIA. |
