Quote:
Originally Posted by Howitzer
Correct me if I'm wrong but with the ups and downs you're doing better than in years past.
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Not really - I'm a position and spread trader. The whole pie's a little bigger on the year, but no great shakes.
I've been lightening up my equity side for more than a year, but still never totally get out. What I have left of what I want to hold long term (RIG, SU, VE, WTR, CWCO, CWT, AMN, WTS, WFR, ESLR, STP, DOW, GE, PNY, BP, XOM, IVAN, PBR, RIO, SFL, TRN, FPL, OKE, LFC) have been hit on balance but offset by the metals (GLD, SLV, AYU and IVN) but I pitched the metals and bought some bank and brokerage stock that may be dicey (GS, BAC, USB)
The commodity sides been great but I'm now flat except for some shorts in crude and long the nat gas.
I feel a little to early- gulping