I've basically moved down the food chain - sold all my larger cap stocks and loaded up on Venture stocks. The juniors are clearly outperforming, so that's the place to be right now. I also think they will hold up better when the inevitable correction does come. They don't have the liquidity to be owned by the fast money hedge funds - which could dump their holdings in a heartbeat. Last but not least, the little guys should run strong later in the year.

I continue to sell spiking stocks and buy retracing ones until this stops working. I'm fully invested but not margined - I want to keep some buying power to take advantage of bargains when the correction comes.

I'm sort of hoping for a correction soon, to set up the Nov-Jan run. If we don't get at least a sideways consolidation soon, it could put this in jeopordy.