Sold My HIMX

The new year has started and I decided to sell my HIMX at 14.12 for a 57% gain in just 2 months.  I obviously sold early as they closed at $14.42.  But as JP Morgan once said (paraphrasing), "I got rich by buying too late and selling too early".

I started off the year "out-performing", mainly due to nice moves by GTAT and TC-PT (I guess I sold the TC too early).

You can see from table below that I am building a larger cash position:

Portfolio	Proportion
Dividend	23.8%
Mfi	30.6%
Discretionary	19.0%
Cash	26.6%