I was forced to sell all my CHL position when it gaped down way below my break-even point to loss of 5 points average on each share. I rotated the money from CHL to RIG and NOV for a possible oil services sector run up.
VMW was stoped last Friday but I was able to buy back most of the position yesterday at around $111. I also picked up some more MA yesterday around $186 and some ISRG call options.
I'm still holding BIDU and GOOG but I might have to lighten up soon on these two top movers.
AGU MOS MICC are all in a very tight trailing stop loss.
In short, I'm hopeful for a year-end run up but nervous for a possible market drop.