
The Twitter Top 10 portfolio bounced back this week. It is now up 4.1% for the month and 27.7% for the year. The gains are a result of two big winners. 3D Systems (DDD) is up over 22% and Ford (F) is up over 15%. The losers in the portfolio are exactly what our concerns were when the list was created at the first of May. We made explicit mention about LinkedIn (LNKD) which is down 2.74%, Johnson & Johnson (JNJ) down .36%, and Coca-Cola (KO) down 4.38%. If we were using our heads instead of a mechanical system we would have avoided these picks. By skipping defensive sectors like Consumer Staples, Utilities, etc. that we felt were being sold by most market participants we would have bought the following stocks instead. Home Depot (HD) up 7.4%, Advanced Micro Devices (AMD) up 12.2%, and Walt Disney (DIS) down .002%. That’s why we feel you should think for yourself rather than blindly following any investment strategy. Below is a performance chart