Latest Positions, latest Scutify stats and a must-see movie called Jelly Wars

If you’re new to TradingWithCody or if you’ve been a subscriber for a while but haven’t acted on much of my strategies yet read the note at the bottom of this article.

A couple side notes before jumping into my latest positions.

I was asked by several of you to update you on Scutify’s latest statistics. The Scutify.com community is exploding…just passed our 40k app download and our registered user base jumped another 25% in January.

On a funny note, check out this rather hilarious film short my niece and I made one afternoon a few weeks ago. We used my iPhone and iPad with Apple’s iMovie app and a few other special effects and CGI apps to make a very realistic and futuristic Star Wars spoof. You’re living through the App Revolution I long promised.

Jelly Wars – Episode IV – A New PulpThe special effects really kick up at the 4:45 mark. Click here to start the movie at that mark.

And without any further ado, here are my latest positions.

I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest.

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).

So 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 (9)
  • BitCoin (6) – This position has gotten to be much bigger than I expected much sooner than I expected and though I remain very bullish about the potential for Bitcoin from here, I’m likely to take a bit off the table with it being up nearly 10-fold since my most recent purchases.

• Primary stock exposure portfolio
  • Facebook (8)
  • Google (7)
  • Juniper (7)
  • TriQuint (8)
  • Amazon (7)
  • Apple (7)
  • Sandisk (7)
  • Intel (8)
  • Cree (7)
  • Ciena (7)
  • First Solar (6)
  • Calgone (8)
  • Lindsay (8)
  • FutureFuel (8)
• Long-term social basket
  • LinkedIn (7)
  • Zynga (5)
• Long-term 3-D printing basket
  • SSYS (7)
  • DDD (6)
  • XONE (7)
• Short-term metal ETF flips
  • GDX (6) – Note: I have call options in GDX that are not worth very much any more.

Shorts –

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

** NOTE FOR NEW SUBSCRIBERS:

If you’re new to TradingWithCody or if you’ve been a subscriber for a while but haven’t acted on much of my strategies yet and/or if you haven’t been in the markets, but you’re sick of getting 0% on your CDs, Treasuries, savings, checking, etc while the markets have been continually hitting all-time highs this year, what should you do now?

First, step back and catch your breath before moving any money anywhere and make sure you’re not about to make any emotional moves with your money.

If you haven’t yet read “Everything You Need to Know About Investing” then spend a couple hours doing so, please. It’s a quick read but chock-full of important ideas, concepts and strategies that amateurs and pros alike should understand.

Then, take a look below at my own personal portfolio’s Latest Positions and slowly start to scale into some of the ones you like best and/or the ones I have rated highest right now. I’d look to start scaling into a few of the many stocks in the Latest Positions that are at all-time highs along with a couple that we’ve recently featured in our Weekly Trades that I’ve personally been scaling into.

You can find an archive of Trade Alerts here – http://tradingwithcody.com/category/trade-alert/.

And you can find an archive of our summary of those Trade Alerts in our Weekly Trades archive here – http://tradingwithcody.com/category/trades-of-the-week/.