Came into week 60 net long with 2 shorts and 2 hedges.

1 QQQ (12/7), 1 unit hedged on 5/17
2 INDA (3/3 & 3/28)
2 EEM (3/13 & 4/3)
2 SPY (4/17)
1 KWEB (4/20)
2 SPY (4/24), 1 unit hedged 5/9
-1 IWM short (5/17 open)
-1 XLF short (5/17 open)

Adjustments
5/22: covered QQQ and SPY hedges
5/23: +1 IWM, +1 XLF short covers; rotated out of INDA into SPY (sigh, not a good move)
5/24: none
5/25: none
5/26: none

Defensive moves cost slightly as market basically had a false break - given SPX YR1 and NDX YR2 rejection, monthly pivot breaks, along with VIX & XIV confirmation there would be bit more trouble before recovery.

Another false break in INDA - steadiness of the bid is remarkable. Typically after a run of above all pivots for 4 months a break reaches at least an S1 level.

Current
1 QQQ (12/7 - would love to have added more on that!)
2 EEM (3/13 & 4/3)
2 SPY (4/17)
1 KWEB (4/20) nice idea, better to have more
4 SPY (4/24 & 5/23)

10 longs for 100% net with SPY concentration. More tech would be better.