That's about the only good thing that has happened this month. For the week, I reinforced my position on Gushan and added to the solar portfolio with STP. The main problem right now is that I have too many stocks, and that needs to be changed up a bit. The key ones right now aren't doing well, these include Genetech, First Solar, and Intuitive Surgical, although they're quality stocks, these are not likely to last for long as they become supplanted by other high growth stocks. Currently, it seems that I have a lot more stocks in the alternative energy sector, STP, FSLR, GU, WGOV, and ENER, these make up close to 35% of the portfolio. So, may be there will be some consolidation along this sector shortly. Overall, May was a bit of a loser month. We'll have to see how June turns out, and that might set a better tone for the rest of the year.
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