it's just idle chat

i'm just saying there are lots of days when SILC moves opposite the market. and when my portfolio is taking a beating (like this past week) i sure wish i had a liquid, volatile stock that was trading up, so i could redeploy that money to the ones getting killed.

i still do this to an extent, going to cash or defensive stocks (ie PG, PEP, KMB) when the market is soaring, and then switching back to aggressive stocks after the market tanks.

for instance, this week i sold some PG and bought some TGB with the proceeds. but i never make these kinds of moves with SILC because it's too damn hard to get in and out of, especially when you're managing about 25,000 shares.