A couple of weeks ago, I mentioned an update to my theoretical short portfolio. Here was that update, in case you missed it.
Last night, I decided to slightly change the weightings of two of my positions. The seven names stayed the same though.
Here is what I did:NFLX), Amazon (NASDAQ:AMZN), Green Mountain Coffee Roasters (NASDAQ:GMCR), Sprint (NYSE:S), and Suntech Power (NYSE:STP) did not change.
I will probably change a holding or two next week, as I think I should cover a couple of my holdings that have done well.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.