I sold BABA, BIDU, and HABT this week. I made around 10% on BIDU and HABT, and around 20% on BABA. Not bad for only a couple weeks – annualized those are huge returns. They are also pretty good not annualized, compared to how the major averages and the long term portion of my portfolio have done so far this year. So I was content to book the relatively easy gains and go back to a higher cash position again and wait forĀ another opportunity to arise.