Replies to post #121828 on Savvy Trades and Investments

[researcher59]

SSK - you now have 30 stocks in your SSKMP portfolio and that's not including new purchases made today. That must easily be a record for you. Is that right ? Also just 17% cash before your buys today. I agree that there are bargains out there with many stocks making 52wk lows, but it also seems that a major market correction may be looming. I'm surprised you have so little cash since you're usually so risk averse.

btw, I have way too many stocks ..... around 70 at latest count but most are very small under 1% positions. I need to trim that down, it's not optimal. Also have just 10% cash at the moment but want to work that higher ..... and I've been writing more covered calls than ever before to be defensive. I'm guessing the market will be flat this at best, and probably down this year.

[SSKILLZ1]

Allocation Of Imaginary SSKMP Managed Portfolio

Commentary: This chart shows how each stock in the imaginary portfolio is weighted in terms of %. I think this is rather interesting stat, to see how the imaginary portfolio is currently made up. Hope everyone like the stats

 
 Symbol		% Of Portfolio 
 $CASH$		7.66% 
 PRGO		5.07% 
 CODI-PC	4.64% 
 AES		3.88% 
 CNC		3.65% 
 MTCH		3.31% 
 RITM-PD	2.93% 
 GEN		2.86% 
 WU		2.83% 
 FSLR		2.82% 
 GOOGL		2.65% 
 UHS		2.63% 
 GPN		2.56% 
 INBKZ		2.52% 
 OGN		2.51% 
 KOP		2.42% 
 PLAY		2.35% 
 PRGS		2.32% 
 INBK 		2.29% 
 MCB		2.27% 
 SBH		2.27% 
 DEA		2.26% 
 ZBH		2.19% 
 CCS		2.18% 
 KELYA		2.17% 
 BTMD		2.16% 
 OI		2.16% 
 ARDT		2.07% 
 EMBC		2.07% 
 XRAY		1.99% 
 CNXC		1.91% 
 RCMT		1.89% 
 IART		1.87% 
 STT		1.82% 
 COLB		1.78% 
 IMXI		1.73% 
 TFC		1.71% 
 CODI 		1.61% 
 Totals		100.00%