In typical fashion I’m rushing around with way to much to do. Thus, I have not been able to complete my “model portfolio” yet. Instead I have made a basic one on Google, so that you may continue to watch the madness that is my trading. Today I shorted STP and JOSB on the open. They are both “epic shorts” (no Tommy Bahama), and stupid companies to boot. Seriously though, any retailer that provides you with more free merchandise than you are buying in the first place has an egregious business model. Those two and my DDD short are leading the way for my book today. The dip and pop in NFLX and AAPL, respectively, has me thinking of either cutting them loose or adding to both.

I am very tempted to buy YHOO or some calls into earnings, but I have things to do that require me to be away from my computer and TV, so I will not. However, if their numbers are good, I will probably be looking to go long on the open tomorrow. Did I mention I love earnings season? The trades can go very badly too, see my FB put trade into earnings last quarter, painful. I am perfecting my technique though.

Here’s a basic watchlist of my holdings. Note: AAPL, DDD, STP, and JOSB are shorts, P is a short through puts, and ISRG is long through calls.

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