MVC Capital

I added MVC Capital to the private equity category. Also added to Newcastle Investments after they released their earnings and again bought XLF, the financial ETF. I was planning on doing more stuff but didn't expect just how strong the market was going to be. So I was looking for a pullback to get positioned and it just didn't happen. Well, it happened soon after the US open and I missed it. Oh well, better to be out of the market wishing you were in, than in the market wishing you were out :)