WOW! Adding 12% points in a week when most of the indexes were down. Congrats, Dale. We have a good company!
My portfolio has been overweight on small caps and BB stocks lately. Luckily, most of them turned out Okay. I have become a big fan of small caps and BB stocks now, LOL. Can't help it. Look at some of them: HWYM, WAVC, NANX, IARC, AILP, BLSC, MVIS, MSGI, BOSC and even NSATF - most of my holdings in these stocks are "free" shares. Others looking to get there are: MIXL, MMTI, INFD, CRVUE, ONT, AICS, NETM, NOYRE, QBIZ, THDO.
Hot money from big cap profits seems to be flowing into this sector, pushing the RUT to record high.
The e-security stocks had a wonderful week: AXNT (sold half position again), NETE, RSAS, new addition: NETA, SCUR and SEGU. My wireless group is still intact.
Rotating some gains into biotechs so as to catch that wave also. Now I have AVAN, CEGE, sold GENE for 10 points in two days and bought GLIA. Also sold EDIG and GNNU for some handsome gains.
With all that, allow me to quietly ring the bell for my DLJ portfolio for a +50% gain YTD, up from +31% a week earlier. Now 64 stocks with 28% margin.
Rich :)
PS to LIA, don't tell everyone you are +80% |
