Lost a little over 2% today from yesterday leaving me up almost 5% on the week, my first up week in July, It's been a rough month for the markets as a whole, and i got a little taste of it despite being somewhat protected in the value plays I like so much. Maybe we're over the rough spot, let's hope so.

Up about 7% this week on my portfolio as a whole. I'm still looking for more out of SHMT, so I'm not selling just yet. Things might be just about to warm back up. It's been slow and sad for most of July. I need about a 20% gainer on my portfolio to take all my living expense through September out of the market without diminishing my capital too much.

Will SHMT make a run this week? I'm giving it 50-50 odds it's showing signs of volatility, but buyer interest feels strong. We'll see!

Well, I was relatively happy with my results for the week. Enough to not drastically restructure my portfolio at the moment. I will need some awesome days next week to keep taking money out though. Here's hoping for a good next week.