Hi Ditch. I'm just riding out essentially the same positions that I started the year with. Market moves sideways and some stocks pop and some stocks poop.
Curious if you and TRADER KW have looked at E Minis. Here's a peek at my folio:
FDP and CARS are at close to new highs, even though CARS got a downgrade to ACCUMULATE from buy. Hard to understand accumulating without buying.
I've got a few Brogan picks that I've held for a while including NUTX, which has been hot and MLSW. I'm riding heavy on CLGY, my ship is coming in, and got a dash of Non Performing NPRO and NXTL. I put stockholder killer and likely tax loss, MTNT away for the year.
On oil sector, holding OEI and TESOF. I've been holding GOLD, HHGP from Crossy, FASH the shell, DWYR, a little bit of DFIB which is up strong in AH due to a buy rec on CNBC, NCI, QADI and small amounts of a few other stocks.
Moved out of most funds late last year. I've got my biotech index fund, IBB along with my water fund and IYH, small cap value index.
Did your water stock pass your test?
Sergio |
