the beauty of trend following

angelafund · 发表于 2010-7-26 01:56 PM

vol is low, but the price action is indisputable...

angelafund · 发表于 2010-7-26 02:12 PM

本帖最后由 angelafund 于 2010-7-26 16:14 编辑

I have to say excellent action so far, but market might be overbought short term ... vol needs to come in to eventually pop the market up ... w/n vol coming in ... This market can't go much higher ...

but there are definitely a lot of good charts there and leadership really starts to kick ass which is a good sign ...

but anything can happy ... so don't take granted ... be prepared to exit if the market reverses for bad ...

belmonthill · 发表于 2010-7-26 03:31 PM

赞！赞！

xnz · 发表于 2010-7-26 09:03 PM

回复 82# angelafund

angelafund · 发表于 2010-7-26 10:45 PM

I am going to add more to my existing positions

add a little more tomorrow to LSCC, SWKS, CMG.

I will leave CAVM alone because its ER is going to be July 28th.

angelafund · 发表于 2010-7-28 02:31 AM

today is a boring day ... sometimes there is no need to over analyze the market, today is one of these days ...

I am only 30% invested, the rest is in cash ... If this uptrend proves itself, I will add more, otherwise I will scale back ...

stock investing should be easy ... don't make it complicated ...

integra · 发表于 2010-7-29 12:43 AM

说的太好了。支持。

回复 86# angelafund

angelafund · 发表于 2010-8-3 01:19 PM

Is the market eying the mid-term election in Nov? Very likely, if the anti-business administration can be overturned in a big way, then I think we will have a big rally ...

so far so good. Market continues to go up in low vol. This will eventually cause some concern unless vol kicks in at some points.

My stocks are either going up or holding up ok without issuing sell signal. No complaints so far.

Top holdings,

JKS: 30% (12.8 @ 16Jul2010)
NR: 9%
BIDU: 8%
CMG: 3%
CRM: 1%
LSCC: -4%
SWKS: -4%
fnsr: 0%

sold cavm for a 12% loss

integra · 发表于 2010-8-3 11:15 PM

再顶一下。

angelafund · 发表于 2010-8-4 09:16 AM

I am getting ready to sell my jks ... crowd is getting in this very thin stock ...

not hitting eject button yet ... but i am watching closely ...

angelafund · 发表于 2010-8-4 12:47 PM

[quote="bam"]
Nice call on JKS!

大波，能说说你为什么在那么多的solar中pick JKS, because of IPO？

能简单说说你的选pick的标准吗，什么时候exit and take profits，还有你是怎么stop-loss的？

为什么会让crvm损失12% before exit？

[quote="fatDaddy"] I am getting ready to sell my jks ... crowd is getting in this very thin stock ...

not hitting eject button yet ... but i am watching closely ... [/quote] [/quote]

I am not impressed with solar stocks, as they have been lagging badly. None solar other than jks interests me ...

The classic buy signal on JKS was offererd on 13Jul2010. I waited two more days to act. JKS put on a very nice short stroke after a big run up on 7Jul2010. When I talk about chart patterns, it is really NOT about the patterns themselves, but the underlying dynamics, the balance between buying and sell powers. A great chart pattern shows outstanding support and persistent buying from big boyz, then once the buy signal comes in, you jump on the wagon knowing big boyz are in your back ...

I sold CAVM after the disappointing ER, -12%, no biggies ... semis have been lagging after I bought couple stocks, none of the semis I am owning is performing ... so this is like a slap in my face ... but it is part of the suffering/fun u get from trading stocks ... when stocks are not performing, u either cut it or don't add more of your money ...

BIDU is my flagship holding vehicle, and it is acting fantastically well after I bought ... LOL

angelafund · 发表于 2010-8-4 01:51 PM

top holdings,

JKS: 40% (12.8 @ 16Jul2010, fist profit taken 17.5%, 40% gain)
NR: 16% ( 7.5 @ 21Jul2010)
BIDU: 10% (market open 26Jul2010)
CMG: 3.5% (market open 26Jul2010)
CRM: 3.5% (market open 26Jul2010)
SWKS: -3%
fnsr: 0%

LSCC: -7% cut loss
CAVM -12% cut loss

angelafund · 发表于 2010-8-4 01:55 PM

going long OPEN

angelafund · 发表于 2010-8-5 01:02 PM

this is a boring ... none event day ... nothing to say about the market other than that the market is consolidating ...

angelafund · 发表于 2010-8-6 08:32 AM

went long MELI @ 66

angelafund · 发表于 2010-8-6 01:51 PM

never never ever be spooked by the futures ... today is classic ... wait for the market to settle ... always wait for the market close to see exactly how the market perceives the news ...

angelafund · 发表于 2010-8-6 02:05 PM

本帖最后由 angelafund 于 2010-8-6 16:09 编辑

Excellent day today. A minor distribution day for Major indices.

Looking at my holdings, i only sold some of NR to take profits ... the rest looks all fine. If you get urself ruffed up during the intraday and sold out of panic ... then today is a great lesson ... why u should wait until the close to get the real feeling what the markets want to do ...

could the market get sold off next week? maybe, no body knows ... but my stocks are telling me to hold them tight and sit ... look at BIDU, does it say SELLLLLLLL????? NO

angelafund · 发表于 2010-8-8 10:25 PM

top holdings,

JKS: 42% (12.8 @ 16Jul2010, fist profit taken 4Aug2010@17.5, 40% gain, ER on 16Aug2010, I may exit all my long position before ER)
NR: 10% ( 7.5 @ 21Jul2010, first profit taken 6Aug2010, 10%)
BIDU: 10% (market open 26Jul2010)
CMG: 3.0% (market open 26Jul2010)
CRM: 2% (market open 26Jul2010)

cut loss:

LSCC: -7% cut loss (sold after semis started to lag, and no upside progress on LSCC)
CAVM -12% cut loss (sold after the bad ER)

angelafund · 发表于 2010-8-8 10:25 PM

tomorrow going long

NFLX
SPRD

RedBean · 发表于 2010-8-8 11:21 PM

回复 99# angelafund

Thank you for sharing!

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[原创] the beauty of trend following