It is time for an update again. My thesis is going very well and I should graduate sometime during the next year.
Unfortunately, I have increasingly less time to allocate capital — which is piling up. Whatever I do, I will make effort to not allocate it unwisely.
I sold Dell entirely. It seems that the deal will go through and there is no reason for me to hang around. Michael Dell has got a very good deal and I think in some respects this was quite unfair for the shareholders.
SLD Dell 600@$13.85 — realized gain = $1636
There was no other change in the portfolio.
The performance page has been updated.