Thursday, July 15, 2010

Updated Position (lull lurk higher)

I'm continuing to write elsewhere (offline) and as such continue to refrain from saying much here. Fortunately (or not!) I'm on the Twitter everyday.

Follow Centrifugal to fade trades in real time.


Total Position: Currently 2.11-to-1 net-long, 61% invested

Currently Long (according to size): CRM (9.8%); EWS-Singapore (7.1%); VMW (6%); NFLX (5.2%); LOGM (5.2%); AVGO (4.9%); OVTI (4.9%); HAS (added today, 4.4%); CYD (3.2%)

Currently Short: DISH (6.3%); TWM-long (Russell2k 2x's-short, 4.9%); EPV-long (Europe 2x's-short, 4.6%)
Note: Inverse ETFs currently weighted @1.6 x's

Futures: no current position

I'm continuing to write elsewhere (offline) and as such continuing to refrain from saying very much here. Fortunately (or not!), I'm around to fade everyday on the Twitter.

No comments: