At the moment I am fully invested. I have wondered a couple of times whether I should just call it day and go to cash (which at this time would still leave me well up on the year)... but I have decided to hang tough and see how it goes. Only holding 6 stocks .... very big positions in SGQ and CAI.... large holding of ALK.... useful holdings of ASM and TLG... and a punt position on CHK.
I have a very high tolerance for risk...
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