My August tranche only has two weeks to go. WIt is nip & tuck:
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Hopefully, it'll finished strongly. I am off on a two week vacation today, so when I return - I'll be buying a new tranche (8/17 as 8/15 is a Saturday). I have actually toyed with the idea of staying with same five stocks, just a re-balance. ITRN and CBI are not on the official list. But by my calcs, CBI is certainly in top 100. ITRN is a bit further down (I had them #160 last time), so I would likely need a replacement.
Anyway, perhaps I'll have time to think about it on vacation. Or perhaps I'll be too busy ordering Mai-Tais on the beach.
As a quick aside, I actually met one of the readers of my blog this week in NY. He has been doing a lot of work and analysis as well. If anyone ever wants to use this blog as a forum to post ideas or even a guest post, just let me know.