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CAPS is completely different from my own portfolio. And perhaps that's where I've gone astray.

As the market moves closer to new highs, I've managed to shave 200 points off my CAPS. Falling from an 80+ percent-et to 15.

 Do I have the best companies? Obviously not. Sadly, I don't even know what some of the companies do. Earnings season has bit me on the ass. Even companies that seemingly did well in earning have fallen.

I dreamed of watching my CAPS grow on the backs of small companies shooting for the stars.

It's time to weed the garden.

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