Week 4 - Up, Down, and Up

At the end of week 4, my portfolio is up by 2.08% (compared to the end of last year). I can't say it is due to my smart trading strategy though, as I have not done anything, other than some trimming (forced in some occations). I have not added any new positions. My holdings of a number of small and micro stocks performed very well for the first month of the year and partially offset the up and down of large caps. I remain cautious and do not see a lot of opportunities here.