Cody’s help, personalized just for you (and Cody’s latest positions)

I am constantly asked by friends and family to help them with their money management. In order to do it properly, I go through their individual portfolios, assets and income streams and help get it all safely balanced, tailored to their personal goals, risk-tolerance and desire for upside potential, low-risk, high-yield, and/or security.

Everybody is scared and trying to figure out how to navigate the strange new economy that we live in these days. Whether it’s my recently retired friends, a cousin who’s decade-old business has started booming, former partners from my hedge fund days, or traders from Goldman Sachs — everybody is confused about how best to diversify, hedge and simply invest.

I’ve gotten several requests from TradingWithCody.com subscribers to help them with their personal wealth management. So here’s the deal –  I would be happy to help you come up with as viable, safe and profitable portfolio balancing and long-term plan for your retirement and your family’s future welfare.

As part of the service, we’ll start with a 15-20 minute phone call between you and me (and whoever else you want to conference, be it a money manager or a spouse or whatever). After I get an idea of your set-up and goals, we’ll talk about what other information I’ll need to help you get your ducks in order. And sleep better having a long-term game plan with a 30,000 foot overview of how to win at this most important part of life.

My fees for a deep-dive analysis of your situation and getting you set up for the long-term start at a minimum of $1500 for a smaller portfolio and range up to $7500 for a multi-million dollar portfolio. I’m also going to include a year’s free subscription to TradingWithCody.com, a $999 value.

For more information or to request a first phone call with me personally to get started, email us at support@tradingwithcody.com.

Meantime, here’s a most complete picture of my own latest positions.

I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into even further into refined categories. I’ve added a color code to the list to convey even more information about the size of each position, which are already listed within each refined category in order of overall weighting in my own portfolios. Using the colors of the rainbow, the largest positions in my portfolio are in red. Then orange, yellow, green, blue, with purple indicating that the position is rather tiny relative to the entire portfolio.

Finally, I give each stock a current rating from 1 to 10, 1 being “Get out of this position now!” and 10 being “Sell the farm, I’ve found a perfect investment” (there will never be a 10 rating, because there is no such thing as a perfect investment, of course). Anyway, here’s the list:

Longs –

• Forever assets and other permanent holdings –
  • Media and other private investment/business holdings (9+ because betting on yourself and running a biz is always a best bet)
  • Real estate, including land and the ranch I live on in NM (7)
  • Physical gold bullion & coins (8)
  • BitCoin (6)

• Primary stock exposure portfolio
  • Facebook (7)
  • Apple (8)
  • Amazon (6)
  • Ciena (7)
  • FutureFuel (6)
  • Sandisk (7)
  • Juniper (8)
  • Google (7)
  • Calgone (8)
  • First Solar (8)
  • Cree (8)
  • Lindsay (7)
  • Intel (8)
  • Nvidia (7)
  • Microsoft (8)
• Stock baskets and short-term flips
  • Long-term social basket
    • LinkedIn (5)
    • Zynga (6)
  • Long-term 3-D printing basket
    • SSYS (6)
    • XONE (7)
    • DDD (6)
  • Short-term metal ETF flips
    • GDX (8)
    • SLV (5)
    • GLD (5)

Shorts –

• Welfare bank basket
  • MS (9)
  • GS (8)
  • JPM (8)
• Samsung/South Korea basket
  • EWY (7)
• Bet on interest rates rising
  • IEF (6)
• Other shorts
  • Apollo (7)
  • IBM (8)
  • Dollar Tree (7)
  • Wage (8)

And don’t forget to send us an email at support@tradingwithcody.com if you’d like to have me do a deep-dive analysis and playbook tailored just for you.