Wow, what a nice week for BTK...a run from around
660 to around 750 today.
I will take this chance to go half cash.
Still holding large positions in SNAP,
CNSI, and KDUS...with average-sized positions
in AXPH, GZMO, TGEN, VLTS, MCDE, and one other for
which there is no following here on SI.
I also own a little IFMX, huh? Weird man.
I traded out of PCTH yesterday after a little
spike (no, not a biotech, just a local one
I can never decide to own, so I churn it...)
Also, to keep my biotech assets at a certain
threshold, a few had to go today. A shame, but
I could not give up any more cnsi to make the
cut...Genset, genxy is gone. Sigh. Vical VICL
is gone...and some others I mainly flip around.
Jen, if you are lurking, hello!
Oh, today's daytrade was flipping 1000 GLFD for
a buck. I intended to own that one too, but gone
are my investment shares in that one too, but
just to get the portfolio down to size. |
