We are trimming two positions that performed well in December and adding to two that didn't. The two partial sales we are making are simply reversing purchases from earlier this month. On the additions, one stock has been a tremendous disappointment, while the other suffered a reversal during the year but is ending up about unchanged. Both of the buys offer about 75% return over the next year to my target, while the sales are 43% and 53% respectively. Both of the purchases are moderately oversold as well.

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