Markets are a business where many people, even long-term investors, shout from the rooftops when a stock is up 2%. We do it every once in a while, but we highlight our losses too. Capital Mind will not tom-tom only its wins. And we never forget that we've missed some awesome moves in stocks, even stocks we bought, sold and watched as the stock hit further highs. In that context, today's mail is a mark to market, just to see how we've done. We've collected the data on our portfolios and figured out what . . .