Trades

The portfolio sold its position in IYZ (Telecom) on Monday, July 8, and bought the Fidelity Autos mutual fund FSAVX (the CARZ ETF is unavailable through my broker).  Positions now include:

FSAVX   3810.4  shares  $189,300

MJFOX  12141.5 shares   $185,522

IBB          1253.0 shares    $228,885

Cash:                                    $20,868