I’m up 2% right out of the gates. For the first half of 2013, I made a little more than 29%, making it my best half in years. For the second half I intend to at least double my gains, putting me to +60%–which would be my highest return since 2010.
To accomplish this I am going to have to be consistent, fearless and I cannot have large draw-downs. Losses must be taken quickly, eliminating the prospect that any one stock can deny me of accomplishing greatness. On the other hand, I must exhibit patience on names that I have faith in. To balance this delicate task, I must pay attention to position sizing and assume that my first buy will be wrong, leaving room to average in.
By far, my largest position is IMMR, with GS a close second. I am fully invested, with only scraps left to allocate. I might swap out of one name for another today, or I may do nothing.
Sometimes the best move is to sit back and enjoy the view.
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pmi ! so europe is not falling, but the employment no”s are. if i read them right. also inventory query. i think you are right when you said : stock pickers mkt. so i like solar and re plays still.and cvs among others.i dont own wag. (they fired a pharmacist for carrying a concealed weapon and using it to stop a gunman from shooting him at work.,http://youtu.be/-Pa5006l0T4
cvs…http://youtu.be/CfMZVRoODDc
Seems to me UNXL is a longer term hold with accumulation on dips. Seeking Alpha had a decent story about the company today. I bought some Friday.
tks, i lookin now seems to be great!
You back from the Caribbean yet, sounded like a great trip, I’m jealous lol.
Seems the devil disagrees – confusing…
I’d like a book of Fly Quotes. There’s some really good stuff over the years.
Enjoy the view.
It is summer after all.
Fly, if July is generally good for REITS, which ones would you recommend?
RLGY, O
FTK looks like it could BTFO
Oh, the pain of not holding this one from the 1.80 levels.
FRO bro