GOOG touched $680.45, a 52-week high this week, then dropped back a cupla points. Looking good.
GLD broke out this week, hitting $162.33, also looking good.
Added a small-cap flyer, VRNG, a disgusting little patent troll, that is suing GOOG for everything. Small position - 0.12%.
Portfolio down fractionally on the week, but up 3% on the month, and 1.32% on the year.
I'm glad I don't have to look at ATPG anymore.
I'd like to buy back DE for a much lower price, but it keeps going up.
I have a 16.39% cash stash now and intend to be very patient in deploying it.
Friday, August 24, 2012
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