Here’s a list of my positions in order of size from largest to smallest…

Here’s a list of my positions in order of size from largest to smallest notional positions (which means that you give some weighting to options that gets bigger if the options get further in the money and that gets smaller ifthe options get further away from being in the money).  I’ll explain the concept of “notional weighting” in more detail in an upcoming post.  At any rate, here’s the list for now:

Longs –

• Apple
• Google
• Sandisk
• Marvell
• Cypress
• Riverbed
• Cisco
• Nuance
• Corning
• Microsoft
• Visteon
• Autodesk
• DBA
• Adtran

Shorts –

• LPS
• Bank of New York
• Wells Fargo
• Live Nation
• SLV