CRM is pulling back somehow, with JNJ.
The three positions are doing fine, but it is hard to make real money here. I believe that real money will be made by keeping CRM/PZZA through earnings, but real losses could also be the consequence. It all depends on each person's risk level.
The Portfolio's max possible drawdown is now 1.65%, which is elevated, although the "statistical" loss risk for the next five days is only 0.98%.
The trade ideas for the day are below. Nothing really interesting, except for POT, but I believe that I am too much invested on the long side for now.