Dirty Dozen, Long Only Portfolio, End of July 2017

Added on by C. Maoxian.

Sorry for the delay in posting this ... I've been re-learning how to day trade these last several months and it's hard work, but I think I'm making progress, however slow-going.

One change to the Dirty Dozen portfolio: sold Starbucks (SBUX) on August 1 for a loss (I was worried about it at the end of June).  Amgen, Chipotle, Gilead, and Twitter remain on the sidelines for now. 

Changes in 2017 include selling Twitter in January, while getting long Chipotle and Tesla in February, Facebook in April, and Starbucks in June. The Chipotle sale last month appears to be well-timed, and we'll see how the Starbucks sale in August looks in time.