In spite of market sell-off day we are holding pretty well. In red, but doing much better than SnP. SDS hedging works fine at moments like today. But what is more important, we still have good winners: AEHR, TSTR, BEE. DPTR disappointing news in fact doesn't mean much. First, of all we booked 2/3 of our DPTR holding last week when sold it for $3+. Will see how long and how deep this sell-off is going to be and may be, but not necessarily, will add DPTR (below $2)
This is a mild pull back and it's perfect for our portfolio. We will be given more good entry points for existing plays or even new plays without too much portfolio bleeding.
If it keeps like now, should be a quiet day for us. No trades are expected at this point. Nothing is too cheap to buy, nothing is too expensive to sell. We still outperforming market indexes and this is the best achievement for today.
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