Bookkeeping: Adding to Apple (AAPL). Amazon.com (AMZN), Adobe (ADBE) Breaking Out

We've been talking about buying strong charts and anything starting with the letter "A" in technology is now moving - even Agilent Technologies (A)?

We mentioned last week we'd increase exposure in Apple on a move above $170 or its 50 day moving average. While I feel like I am going to somehow get burnt on this trade, I am sticking to my "system" and adding Apple (AAPL) here north of $171. We've taken it up to 3.3% of the portfolio. I'd like to see it clear low $180s which is old resistance to get real constructive - again I am still a bit uneasy here - we will need the market to remain bullish for this trade to work. If it drops back below $164 we'll cut back and take some small loss. Or... that "double bottom" in the mid $150s might, in retrospect, been a screaming buy signal. We'll only know in when we look back in a month or two.

Another "breakout" chart is...