I feel like doing something new. I will now judge your top 5 holdings to let you know if you’re heading down the path of ‘extreme poverty’ or the land of ‘milk and honey.’ Leave them in the comments section and I will do a new post highlighting as many bullshit portfolios as possible.
I promise you it will be wildly more entertaining than Cramer’s nonsensical “Am I diversified” routine. Unlike the evil Cramer who demands that you diversify your portfolio, “The Fly” only asks that you obey the laws of reason.
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XIV
JCP, JASO, precious metals, firearms, books.
BIDU, DANG, WBAI, SUNE, YGE
TGA
REGI
CISG
SORL
AMT
RIG
SQQQ
GG
DDD
BALT
NAT
ISIS
AKAM
ADI
PPHM
PFE
TLT
AAPL
ESRX
QCOM
MCD
CBI
GILD
LEA
URI
WHR
CALL
ARNA
SALE
AAPL, ZU, NFLX, PCLN, TWTR
EPD
AAPL
FB
Preferred stock fund
Cash
just took some profits on VIPS but rethinking and will probably add it back soon to be top 5. Also TCEHY.
VIPS & TCEHY to oust cash and FB from top 5 soon.
BX
FSLR
FB
BIIB
AAPL
cash
+1
Me too.
BIDU
CTRP
TWTR
GOGO
QIHU
SUNE, TWTR, SMFG, CHK, HMC
KMR
CBI
FLY
AAPL
SAN
GOOGL
GNC
CRTO
LULU
HL
AEM
ANV
EXK
VHC
VRNG
Probably worth pointing out that I added VRNG calls AFTER Fridays meltdown
Romanian goats
Pineapple coffins
Hot slices of pizza
Bottled fracking water
N, YGE, ZU, PKX, CELG
BAC
MFC
FCX
CPG
KO
AAPL, INTC, MSFT, O, FB
Short AAPL, AA, PCLN, TWTR, TSLA..well heck, short everything. Market Topped in Dec, Just a long process of fading.
QIHU
VNET (Been going down for days besides Friday)
TZA,GDX,cash, more cash, black bear skins
FSLR
SUNE
LULU
X
TWTR
Student loan debt, cars, credit card debt, cash, food
FSLR
X
LULU
TWTR
JCP leap puts.
DIS
EGO
AA
SBUX
FL
CVI, UA, LNKD, Z, AAPL
I await your judgment…
short MCD
short MNST (feel extremely dumb on this one)
long TBT
long TZA
long CORN
CMG, tsla, scty, tasr, twtr
ZU, VNET, GOGO, AKAM, cuban cigars
ETP
BAC
AAPL
UA
PM
gtat, vhc,DDD, cur, gern
Short LVS
LULU long calls
Lots of cash looking to buys more index puts once we top out again.
why LVS short over CZR?
LRAD
HYGS
DMRC
STV
AMRN
BAC
ICPT
EMES
RUBI
XON
AAPL
DAL
HCLP
MRK
UA
FLTX HCLP CELG TTS MU
OA. Will be back in the group soon.
Missed you bro
short
Howard Lindzon
long
ALJ
CMG
BIDU
MSFT
A fag-boxed portfolio.
and short the premium of OA’s picks.
You’d be bleeding from your colon, son.
TLT
ZU
NFLX
AAPL
cash waiting to be deployed next week
The Ron Paul Portfolio®
http://www.cnbc.com/id/100978321
1. HCLP
2. GILD
3. BX
4. RICE
5. WFM
COS-T
TD
BNS
NVS
CU-T
TWTR
LO
GPRO
TSLA
CELG
AWK
MON
RGLD
VZ
XOM
VTSMX
ZBRA
AAPL
AGO
VTI
Along with the chief, I must be the only one in the business who has xnet.
Tnet, rvlt, mhr, hk, bbsi
YELP
AGNC
PM
CLDX
YHOO
FSLR
IBM
TWTR
LULU
COH
HCLP
SLCA
GPRO
CSIQ
Comments will close soon. You people must think I’m your slave with all of these requests.
1. FB
2. GILD
3. HCLP
4. OAS
5. MU
Cash
UNP
YHOO
NSH
XOM
SLCA
ICPT
KANG
JAZZ
FANG
VHC
SGYP
MNKD
BONE
CPRX
DHI
WB
SUNE
CCJ
JAZZ