Tuesday, February 16, 2010

Updated Position (keeping net-long)

Total Position: 1.25-to-1 net-long, 59% invested

Currently Long (according to size): AMZN (increased today 8.2%); BEAV (6.8%); SIRO (6.2%); CAB (increased today 5%); MMR (reloaded today, 4.4%); CISG (2.6%); out of IAG today for now

Currently Short: MS (increased today, 8.1%); TWM-long (Russell 2k Dbl-short, 6.8%); JPM (reloaded today, 6.3%); DB (5%)

Futures Accounts: no current position

Twittspitt for details

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