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six points. nasdaq composite and s&p performing worse. nasdaq down nearly 1%. standard & poors index giving out seven points, one-half of 1%. first day of the second quarter in the books. how should you portfolio be positioned this time around? back with me is michael yoshikami. mark lehman. gentlemen, good to see you. thank you very much for joining us. mike, we kick it off with you. you want to be taking profits here. you don t believe we could actually have a repeat of the phenomenal performance we saw in the first quarter. i don t believe that s going to happen. here s the key, maria. we talked about all these stocks. stocks are up. stocks are down. bottom line is most people that are watching today have portfolios. so you have to make judgments about your portfolio. and when you have profit in your portfolio, what you do is you take that profit. you don t just watch it go up and watch it go down. there s plenty of people that bought a stock at 100, went to 150, now it