Wow, Saul - thank you! And you’re right - if I keep cash ($$) out of the results - the picture becomes clearer. In fact…I began Phase One yesterday. I added to my highest conviction stocks, and sold ATVI and EPAM. Next step: I’m trimming NFLX to 20%. I have sold three times this year, and I need to do more. I tell myself (repeatedly) - sell high, and it’s high enough.
~Tracy