Wednesday, August 17, 2016

Aug 17 - Long GLD

Not much in equities for me and just sitting in CMG and added gold via DGP in the discretionary account for a 25% position.

Apologies for not updating the position spreadsheet.  Hoping to get to it this weekend.


1 comment:

Geet Khare said...


TCS, Adani Ports and Wipro were top losers on the Sensex, falling 2 percent each while Tata Motors topped the buying list again, up 4 percent as brokerage houses raised target price on the stock after Q1 earnings. capitalstars

July 21 - Still massively long banks, took short term longs in NVDA, BABA, HAL, OAS

Probably 2/3 of the options account is in banks.  Maybe 1/2 regionals and 1/2 XLF, C, BAC.  Expecting another run up in equities into Augus...