Dan...
What can I say -- I can't argue with your logic because it is right. I occasionally get a wild hair and do something silly and this is one of those times, I guess. I have a full position in only a few stocks so far (KLIC is slightly over a full position and will add to it if it gets over 12) and am trying to add to some that are weak enough that they have not stopped me out (like MU - I was in all day at 13.88, but it never got there.)
Fortunately (so far, anyway) an overly large percentage of my portfolio is in gold stocks (the core holdings for almost two years) and they have been very good to me as they have been for you. My daughter's college fund has been 100% gold stocks for the same length of time, and she is up from cosmetology school to a state university, so she is doing ok also <gg>.
If I get stopped out it won't be the first time and I will reload or take a vacation, but if the market turns down I would like to sit back and ride it down with the core shorts and gold stocks. Either way, a vacation sounds nice - it has been over two years without one of those.
Take care, and thanks for all your informative posts. You are a real asset to the board.
mlsoft
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