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Long w/about 15% cash (waiting, watching & listening)
-little over 50% LT hold (dividends)
-around 25% (small-mid cap growth)
-small % speculative (to the moon :-)

The LT and Spec I'll hold.
The small-mid cap I'll trade in and out.
I did do some portfolio cleaning today (dumped a few I had forgotten about: Mike might recognize IKAN and I'm sure Doug remembers APPY ;-)

Cal, you mentioned Netflix some time back... I hope you caught some of the ride. I wasn't watching :-(

Prediction: sell into the summer... how low she goes nobody knows... but I expect the typical rebound in the Fall. Complete rebound & a positive year?? too far out to say :-)

Things are beginning to feel normal, but that might just be because I'm back and feeling a bit of normal myself, Lol

Tye, aka SM2K
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