Here’s how my portfolio stands with both longs and shorts in order of size at this moment…
Here’s how my portfolio stands with both longs and shorts in order of size at this moment. I’d mistakenly not had listed Sandisk on Friday’s portfolio rundown. It’s in there at the right spot now:
Longs –
- Riverbed
- Microsoft
- Cypress
- Cisco
- Sandisk
- Nuance
- Marvell
- Corning
- Apple
- Visteon
- DBA
- Ciena
- Celestica
- Adtran
Shorts –
- Lender Processing Services
- SLV
- GLD
- Cablevision
- XLF
- Live Nation
Silver and gold are on fire today and they’ve been in a steady uptrend since about the time we sold our puts and locked in the vast majority of our profits. I’ve still got a short position in both but I’ve been patient waiting to reload on this one and I am likely to finally start adding to these shorts again the next time we see silver crack more than, say, 3-4% to the downside. Not today though.
