Well, last week I said my portfolio murdered the S & P 500; I suppose you could call this a revenge killing. Hurricane (pronounced ee-sah-ee-ahs. Spanish and Hebrew don't have a "long i" sound) did a number on my county this week so my update is a little late. But, since the S & P 500 kicked my butt this week, I thought it was very important to make sure this update gets out for the sake of transparency. Semiconductors and memory stocks were selling off this week. In fact, I was down every single day this week (lol). My bullish thesis on semiconductors and AI remains. These sectors are the most profitable in the stock market and there is nowhere else I'd rather be for ultra high yielding products right now. This week, $VGTX released and I bought it on the first day it was out despite the fact I was about to be hit by a hurricane later that day. I love VGT so I am excited to add $VGTX to my portfolio! Will I have a better week next week? Hell if I know! I'm not in the business of predicting the market. I just go where I see the large profits. Truth be told, I'd love to get into the finance sector, but it is not time yet, and, when I do, I will rely on products that are less aggressive in their income strategies. Current holdings: $CHPY$GPTY$DRMY$YRAM$VGTX
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