Pretty much closed swing/ short term portfolio but picked up CACI, FCOM (late) MGAM. We pick up based on strength and sector rotation, I don't go for the scalp that is the "fad of the hour". I'm looking to build another swing /short term portfolio. Following the gaming, generic drug and health facilities sector for tomorrow. Scalping and shorting in and out, are okay for transitional trading but for the BEEF I like the longer term trades. Longer term for me is a full day (The LONG TERM daytrader) or even for one reversal period (at least its not 10 minutes) up to 10 days.
We just finished with FLYR, EXPE, ALLY, MNTG, PENN and today we entered MGAM. FIBR,FCOM were fine but I missed the beef of the later probably because i spend too much time watching FIBR. CACI will probably be sold before the long weekend. This market definitely has staying power in strong sectors into where smart money is rotating. I hoped that RDC and ROIL might make it today, but they didn't.
A good trading portfolio contains about 5-6 swing trades, and I was overweighted with 12 until Tuesday/Wednesday. I managed to pick up the AMAT calls today and I think I regret it but I figured I need something in technology in case we move up in the morning. Out of my puts today though. Lost on ADCT calls, unless a miracle occurs in the morning. I shouldn't have made that final move into the calls but for the price it was tempting.
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