Since my variable portofolio was heavily in the semi and networking I finished moving into cash some two weeks ago (the turnips did say it "could" start earlier). I did few raids (like RMBS and even one short trip on the bounce on VECO) and few others, but the CSCO, XIRC (gosh, I am almost ready to buy this one back at almost half what I sold), CCRD, DELL, AMAT and CYMI (there I did go for another short raid) and I am left with 30% stocks like PROG and MRK (with a covered call deep in the money at $75 which I sold when the stock hit my target of $85, the bastard continued higher of course <G>) and few others. Truly, I did not leave much on the table at all, only CSCO is marginally higher , and CCRD (after going sharply down) could go a little higher. In the latter, I should have gone for another raid, I almost did on Xirc when it broke $30 last week, but as with CCRD, I considered the time left too short, lucky me.
Zeev |
