SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Ride the Tiger with CD

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Zincman who wrote (93645)9/29/2007 3:00:58 PM
From: rubbersoul  Read Replies (3) of 313359
 
Thanks ZM.

<I assume this to be a standard month for you?>

Nope. But I rode K and G heavily up for the full month and got lucky with juniors like ADM, GUY, and others. EPM and the warrants were the kicker yesterday.
Part of the reason my gains were significant this past month was:

1) Luck
2) Invested in less companies and more mid-tiers (including K) and 1 senior (G)
3) I got lucky and rotated winners into laggards (eg: EPM).
4) Put 60% of PF into G and K in July before the AUG. massacre which allowed me to sell and buy more beaten down stocks like AGC @ .51, OSK @ 4.30, ADM @ 2.60, etc....

I don't own any explorers. This is most of what I own:

finance.yahoo.com

Sold K and have MR.WT not commons and AUN.

G.TO is about 20% of PF and was at times 35-40%.

The next 6 months is going to be dramatic I think.

Cheers,
John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext