N,
given the ballistic performance the portfolio of the 17 pieces (even in the face of yesterday's yahoo debacle) had, I really should think about selling some pieces.
Interim findings:
*The smallest stocks in the weakest sectors (ESTM, PLRX) go nowhere and contributed very little since End of Dec.
*The stocks with the heaviest decline towards end of Dec (like DSLN, ELNK, NSPK) have the best performance.
*The best performers are also to find in the same group of stocks, DSL & Networking related (DSLN, COVD, ELNK), a sector which I absolutely hated.
*The stocks with no decline in the latter half of Dec (like CLRS, XLA or your VCLK) have the worst performance.
*As of today, all 17 are in the green (CLRS is just b/e) which is not a good sign.
siliconinvestor.com
PLRX has been sold, as previously discussed. It will be delisted.
biz.yahoo.com |
