When Will I SELL?

Lot’s of happy emails and congrats and for the first time in a few years, I feel like selling everything.

I won’t.

We are going higher, but even if we go lower, I can’t call tops and bottoms. I don’t even care anymore to make such calls. What’s the upside – a date with Elaine Garzarelli?

I am human and will break rules – like buying the shortable homebuilders despite me calling them a value trap. I am not a machine. I need to try and just gut out a base hit now and than.

I broke my sell rules and dumped all of my RIMM 90 ponts ago and CROX 40 points ago. Felt good to lock in a proft. Would have felt better TO OWN THEM STILL TODAY :) . Should have just watched some porn that day.

There is a lot of air under my highfliers, but I don’t have all my money in stocks. Not enough based on how right trend following has been the last few years. I am just trying every day to stick as close to a working discipline that I can.