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It is official! Two ATH's today.

Market finished strong. My sickly IRA managed to close at up 16.7%. That is 0.78% above my previous ATH back in February. That is a six month long slog of rotations, walking in circles, Groundhog Day sort of thing. Day of large gains and losses: DDOG up 15%, MELI up 14%, HUBS 11%, ZI 10%, AYX 8%, and ROKU recovered to down only 4%. (excuse the rounding errors). I have made 4.83% buying the ROKU dip yesterday. Please, no lectures on my having a couple of shares of AYX, and don't tell Saul.

DW now up 25.7% YTD. I think that gets her a mic upgrade. She has many of the big winners mentioned above and also has a (losing) position in Dermtech which was up 16% on the session. She did that while hauling 28% cash. I am at 19% cash. No regrets on that dead weight.

Put it in the books.

'Til next time,

KC
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