I'm working on related postings, including Lecture-IV now for Battle, so I'm merely going to spit-out the updated position here. There has been more than enough activity lately to lose track.
Market action has kept cute and cuddly since the gap-higher Wednesday. I've continued to scale further long since the post that morning.
Fortunately for me, I remain an idiot.
Total Position: Currently 4.59-to-1 net-long, 110% invested
(into slight margin overnight; looking to resume under 100%
Currently Long (according to size): WLT (reloaded today, 9.2%); CRM (8.3%); NOV (7.5%); ARMH (increased today, 6.5%); ULTA (6.2%); WBC (6.2%); OVTI (6.1%); COH (6%); RVBD (re-increased today, 6%); ROSE (5.4%); PPO (reloaded today, 5.3%); FTNT (5.2%); IL (reduced today, 4.8%); SBUX (4%); TSLA (3.4%)
Currently Short: TNP (7.2%); RSH (reloaded today, 7%); DSX (reduced today, 5.5%)
Futures: no current position
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