Yikes, what a month

It certainly has been an exciting month.

I just opened my brokerage account and copied my month-end numbers into the spread sheet where I track my overall performance. Despite such painful moves as BOFI (-37%), ENTA (-22%), SCTY (-30%) and SKX (-30%), for the month of October I am up 4.47%.

I really helped that Amazon (+22%) is my third largest position and Priceline (+17) is fourth. All my top 9 largest* - about 54% of my portfolio - were up.

*(NFLX, AAPL, AMZN, PCLN, ATVI, COST, CNI, SBUX, DIS. Note that top 9 is based on today’s ranking. BOFI was up in there last month.)

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