My Portfolio...

Here’s what my portfolio looks like after the stops and sells and today’s rally.

The strongest stocks through this mess in my portfolio – NUAN, PFWD, PAAS, SLW, ESRX, CPRT, Apple, SINA, NEOG, MIL. SYNA, Amex (surprising so far), Nintendo, ERTS, IGT, GOLD. GSIC, FSLR, VRSN, GAIA, DLB, QDEL, AUXL, GPRO, CME, IBKR, PHO (Water)

NUAN, Dolby, Pets, Gold, RICK, MIL and selected Oils are the strongest

Baidu, RIMM and Google – no positions, but great rallies today.

Adobe – teetering – stop at $38 and change.Garmin – weak.EMC – weakJuniper – teetering

Damages – NDAQ (may add more), Amazon, INFA, IMMR, CTXS, Coinstar, BBBB, HNSN, Starbucks, Cynosure, TASR, SGMS have caused the most damage in terms of givebacks and look the weakest still in today’s rally. If we continue up, these need to play catch up…fast.

Being long high beta leaders through a major selloff is impossible to sidestep losses. The key here was I have long been out of financials save American Express.

I am sure I missed some of positions but this is the meat.

The key is to mind your entries and be responsible and the selloffs eat into profits more than new capital. Hope this helps. Keep the comments coming and I am happy to disclose.