October 20, 2014

Reloading with $HAS $NTES $ROST $GMCR $AAP

The portfolio is a little light, and many names are breaking into new territory, behavior contrary to the idea that there will be another broad breakdown in the market.  If that happens to be the case, then the latest swing did a very good job of shoving me out.  I bought several times on the way down, but never right at the bottom, outside of a single $SPY call.

Going long $HAS $NTES $ROST $GMCR $AAP

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