The portfolio has been updated and should be available for your look through. We had a good week all in all but could have always been better in hindsight (always 20/20). However, up about $10,000 on the week given so much uncertainty is something I will gladly take given how things stood a week ago today and up almost $25,000 from the weekend before when we were all faced with the nightmare of BREXIT related uncertainty.
I traded out of FNSR this past Friday and also sold calls on our MU position the same day. I expect we should be able to exit the MU position with small gains by the end of the coming week thanks to the hedged position going into the earnings and the weekly call sales. IF not, I shall more than likely wait another week. We hell see how things transpire this coming week. Also, added a small NFLX position expiring post the earnings call on the 18th.
We have a massively busy week ahead in terms of having to absorb the noise coming out from the various Federal Reserve presidents. At last count, there were 12 scheduled speeches these folks will be making in the week, starting with Loretta Mester before the market opens tomorrow morning.
Aloca will kick off earning Monday post close and although there will be no tech land earnings this week, next week gets us right into the middle of things.
Barron's had a slam job article out on Netflix over weekend and it will be interesting to see if the flixsta can shrug it off a week ahead of its own earnings.