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As we move into another week I am making some more changes to clean out some of the poor performers, those that are not coming back up as the market does. In addition I have reduced my positions on some of the moneymakers which I think are topping out or that will probably not weather 'September' well. Feel free to review the changes in my portfolio for ideas.
I still believe that the technology sector is where the big money is to be made, though I am seeing strong signs in the materisl:mining sector. My success continues as I now have a couple of positions which are exceeding 20% return, three tech issues in the 15% neighborhood (NUAN/STAR/ELON) another 5 items at 10% plus.
It seems I jumped ship a bit early on CAVM & AAPL as both climbed again this week after I sold, I'm going to stick with the thought that both are due to drop according to my trend data and see if my research will be validated.
I am looking at reducing my positions on my weakest couple of items (LPL/UMC) though not sure yet as both show good potential though I am down 7% on those two.
My portfolio value as of today is showing a bit light on the site as the FTI split has not yet posted even though the new price is there, my true NAV is about 0.13 higher.
Had a fairly weak day today making only about $10K.
VMW is making me a bit nervous, all research says that it should keep climbing and yet it took a beating today, I am going to ride it out for now.
I'll see how a couple of changes tomorrow including the addition of NOV stand up to the volatility.
Have a good week, good luck (or good research?) ... time will tell.
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