It was a good week with the exception of one position that was stopped for a minor loss.

The rest of the portfolio is doing great. FFIV continues to rally and no deal has been announced. Nvidia, HCN and others set new highs. Netflix was the only casualty with a -$15 drop after earnings to stop us out. I raised some stop losses and I am recommending we close Disney and the Oil Exploration ETF positions.

Current Position Changes

DLR - Digital Realty

The long call position was opened on Wednesday at $104.00.

NFLX - Netflix

The long call position was stopped out on Tuesday.

Stop Loss Updates

Check the portfolio graphic for any new stop losses in bright yellow. We need to always be prepared for an unexpected decline. Any lines in gray were previously closed.

Current Portfolio