TOO CLOSE TO CALL

ADD ATY @ 21
I have added some ATY as planned. Again, the thesis is that there will be a rally regardless who the winner is. And the rally will be likely be lead by the lagers, such as tech names. In any event, down side risk for ATY is limited as it is reasonably priced, with earning risk removed. Having said that, the exposure to ATY is relatively large and should be reduced after election.