Investing Journal - T2S

Discussion in 'Journals' started by Took2Summit, Jul 20, 2011.

  1. bought back INTC 25 call @ like $0.02 last week and just sold sept22 INTC 23 call, basically looking to close this position this week.

    I just sold all my shares of GE at $22

    My other two holdings have already itm calls sold expiring this week, looking to be all cash by friday.
     
    #131     Sep 17, 2012
  2. rethinking my strategy. Normally my strategy has been to call big moves in the market and pick relatively high beta stocks with large market caps.

    In the last 2 years I've called every big move (over 5%) correctly, however some of my stocks have been getting killed in the process.

    Thinking about sticking with calling big moves (swing trading) but switching to etfs (I can't margin on etfs).

    Any opinions/comments are more then welcome.
     
    #132     Sep 17, 2012
    .sigma likes this.
  3. jj90

    jj90

    Yeah, I learned a lot about correlation risk this year. My research led me to the conclusion that:
    a)if I'm trading index to simply trade that as that is what I'm looking at.

    Or b)cut my size in single stock name to a miniscule amount where I can ride a 20% loss in the equity as a minor acct loss, say 2%.

    I've historically been in index but switched to single names this year, and have paid for it dearly this year.
     
    #133     Sep 17, 2012
    .sigma likes this.
  4. Right, I am strongly leaning towards index etfs at this point. My only concern is the inability to go margin on etfs until I've held them for 30 days ( a lot of my positions don't even last 30 days ). Is this the current landscape for all firms or is this just a rule my firm has?
     
    #134     Sep 17, 2012
  5. jj90

    jj90

    I can margin on etfs with IB. That's odd that you can't. Who are you with?
     
    #135     Sep 18, 2012
  6. newwurldmn

    newwurldmn

    Sorry to hear that you lost your job but happy to hear you found Another.

    Don't let the withdrawals get you down or detract from your performance in this thread.
     
    #136     Sep 18, 2012
  7. opening up CSCO here at 18.97. I like everything about this stock right here. It's been religiously holding it's gap up that happened on 8/16. It's trading for single digit FPE, and has projected 10% earnings growth rate in current environment. To top it all off it has a 3% dividend yield.

    Oh ya and it's an industry leader that's been consolidating for 10 years.

    Big position here.
     
    #137     Sep 21, 2012
  8. bought back my UTX call just now as UTX neared 80 which was my strike.

    I am letting INTC and DD get called away.

    Current account is $23,023

    my position in INTC is one of the largest ones I've taken and I lost 14% on it, At least I'm still near high water mark thanks to my other selections.
     
    #138     Sep 21, 2012
  9. just sold sept 28 UTX 80C @ .58

    watching and waiting as csco winds up tighter
     
    #139     Sep 25, 2012
  10. just opened CAT here @ 86.86. i like the higher highs and higher lows as well as the it appears to be in an uptrend in the 6 month chart. it's also pretty attractively priced atm.

    Will be watching this one closely and not afraid to dump it if it starts going against me.
     
    #140     Sep 26, 2012