Friday, March 04, 2005

EUPHORIA

TEK

The market is breaking out to new high, and I am looking up and down on my portfolio list and trying to sell some into this rally. Amazingly, I could not find anything to dispose, other than a couple of juniors, which I really hate to sell, despite their 30%+ gains. I did pare some TEK, mainly because its proportion has been up to close to 7.5%, although the 30% gain since late January also helped. This brings its proportion to about 5% which makes me feel more comfortable. If this rally continues next week, I have to pare more.

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