One change to the Dirty Dozen portfolio, selling Chipotle (CMG) on July 3rd. Amgen, Gilead, and Twitter remain on the sidelines for now. Starbucks, which was bought on June 1, isn't looking particularly well, but we will have to wait another month before deciding whether it should be sold.

Changes in 2017 include selling Twitter in January, while getting long Chipotle and Tesla in February, Facebook in April, and Starbucks in June. The Chipotle sale in July, after five months of holding, will more or less be a "scratch" ... no loss, no gain.