So here is my short trading career so far since May:
Realized Winners:
CHNG - 80% up
MCCY- 170% up
CKSW - 15% up
NVNT - 8% up
Realized Losers:
AINV - 5% down
ONT - 28% down
BEXP - 8% down
POZN - 19% down (got off cheap here)
MCZ - 23% down
MATH - 28% down
RBY - 37% down
Current Long Positions:
MVIS
AEO
NSMG (save me, haha)
So luckily, my realized gains & losses are at breakeven including commissions. I hit it big on CHNG and MCCY. My long positions are up in MVIS and AEO, but terribly down with NSMG. i don't have that much invested in NSMG, so i'm not worried. i will hang on to see if the gulf coast gets slammed.
But the point of the thread is... what are the new ideas around here? My portfolio is 25% cash right now. I've been thinking about another retail stock moving into the fourth quarter. Maybe BWLD moving into football season...
any other fresh thoughts?
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To remove first post, remove entire topic.
So here is my short trading career so far since May:
Realized Winners:
CHNG - 80% up
MCCY- 170% up
CKSW - 15% up
NVNT - 8% up
Realized Losers:
AINV - 5% down
ONT - 28% down
BEXP - 8% down
POZN - 19% down (got off cheap here)
MCZ - 23% down
MATH - 28% down
RBY - 37% down
Current Long Positions:
MVIS
AEO
NSMG (save me, haha)
So luckily, my realized gains & losses are at breakeven including commissions. I hit it big on CHNG and MCCY. My long positions are up in MVIS and AEO, but terribly down with NSMG. i don't have that much invested in NSMG, so i'm not worried. i will hang on to see if the gulf coast gets slammed.
But the point of the thread is... what are the new ideas around here? My portfolio is 25% cash right now. I've been thinking about another retail stock moving into the fourth quarter. Maybe BWLD moving into football season...
Its tough not thinking we are going to get nailed again..thus the view of going against the lenders/builders while scary in thought because of the moves lately, it is somthing we should consider.
Another thought is that after labor day the larger money is back in town and might be buying up financials and tech which got hit over the last month or so.
It is also probably time to consider oils and energy and commodities of all kinds..most have come off highs nicely and seasonally they might be attractive here..
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Its tough not thinking we are going to get nailed again..thus the view of going against the lenders/builders while scary in thought because of the moves lately, it is somthing we should consider.
Another thought is that after labor day the larger money is back in town and might be buying up financials and tech which got hit over the last month or so.
It is also probably time to consider oils and energy and commodities of all kinds..most have come off highs nicely and seasonally they might be attractive here..
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