Current Holdings

It has been a few months, I was down quite a bit for a few months, but looked at my positions and decided not to change anything. Most of the downturn were some of the cloud stocks I had that had already gone up a lot.

Symbol	Acct %	Gain	Purchase Price	Current Price	When
IBM	14%	8%	$176.99	$191.95	10/25/2013
FB	7%	212%	$24.67	$76.88	5/30/2013
ETE LLP	7%	237%	$18.44	$62.24	3/12/2010
TSLA	5%	104%	$140.30	$285.53	12/9/2013
ATVI	5%	122%	$10.78	$23.95	4/17/2009
GWRE	4%	57%	$29.27	$46.01	8/24/2012
WDAY	4%	38%	$64.28	$89.02	10/18/2012
AMZN	4%	18%	$294.26	$347.85	3/25/2013
EPZM	4%	51%	$20.65	$31.27	12/12/2013
SPLK	3%	84%	$30.90	$56.89	8/24/2012
MSFT	3%	18%	$38.19	$45.17	12/10/2013
NOW	3%	61%	$38.71	$62.39	5/28/2013
SSNI	3%	-39%	$16.78	$10.21	12/12/2013
MSI	3%	91%	$30.86	$59.02	5/11/2010
ITB ISHARES	3%	50%	$15.90	$23.79	6/28/2012
RALY	3%	-32%	$16.90	$11.51	2/24/2014
CASH	3%	0%	1	1
BIND	2%	13%	$9.19	$10.42	8/14/2014
FNMA	2%	-34%	$5.48	$3.60	4/9/2009
FMCC	2%	-31%	$5.22	$3.59	4/9/2009
USG	2%	155%	$11.61	$29.64	7/27/2011
OPWR	2%	7%	$15.74	$16.80	8/14/2014
ENTA	2%	4%	$39.44	$41.13	2/24/2014
PERI	2%	-45%	$12.36	$6.80	1/2/2014
PPL	2%	29%	$26.65	$34.40	11/12/2010
AMGN	2%	20%	$115.13	$138.61	5/22/2014
EIX	2%	52%	$38.80	$58.89	11/12/2010
ESPR	1%	0%	$15.36	$15.44	2/24/2014
ONTX	1%	-27%	$7.43	$5.42	2/24/2014

OPWR purchase

I purchased 3% of my account in OPWR.

AMZN purchase

I've purchased and sold AMZN over the past few years.  It looked like it has dropped lately and stabilized so I doubled down.

RALY purchase

RALY has seemed to stabilize and this is when I usually buy these types of IPOs.  I bought some more to level out my cost basis.