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[原创] the beauty of trend following

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发表于 2010-9-29 07:35 PM | 显示全部楼层


胡同里唯一值得学习的人!
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发表于 2010-9-29 07:58 PM | 显示全部楼层
胡同里唯一值得学习的人!
nubinca 发表于 2010-9-29 21:35


    贬低别人不会让你显得比别人更高明,看来你还是没有从上次的“伪高手”中吸取教训。
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发表于 2010-9-29 08:16 PM | 显示全部楼层
回复 162# wower

我从来没显示自己有多高明, 我都是在推荐我推崇的高手.
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发表于 2010-9-29 08:19 PM | 显示全部楼层
hahaha,看了你的发的帖子, 果然符合我伪高手的定义. 本来没说你, 你偏自己站出来.
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发表于 2010-9-29 08:28 PM | 显示全部楼层
hahaha,看了你的发的帖子, 果然符合我伪高手的定义. 本来没说你, 你偏自己站出来.
nubinca 发表于 2010-9-29 22:19



    我突然发现自己在浪费时间。
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 楼主| 发表于 2010-10-3 10:49 PM | 显示全部楼层
Top gainers as of 01Oct2010

TNA 29% (first buy close of 01Sep2010)
NFLX 18% (first buy intra-day of 01Sep2010, 1/2 profit taken 01Oct2010 @ 18%)
ARUN 15% (first buy 30Aug2010, 1st add 1Sep2010; 1/3 profit taken 01Oct2010 @ 15%)
CMG 12% (first buy intra-day of 01Sep2010)
DGP 12% (first buy 25Aug2010)
BIDU 10% (first buy market open 20Sep2010; 1/2 profit taken 01Oct2010 @ 10%)
EBIX 10% (first buy market open 21Sep2010)
ACOM 9% (first buy market open 20Sep2010)
GLD 6% (first buy 25Aug2010)


sold with profit
NFLX 18%
ARUN 15%
BIDU 10%
REE 9% (first buy pre-market 24Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
TGA 4% (first buy market open 21Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
IGTE 2%
CRM 1% (first buy intra-day of 01Sep2010, final sale on 28Sep2010; )

cut loss
BORN -14% (no biggie, small position)
GMCR -9% (first buy market open 09Sep2010, sold some 22Sep2010, final sale market open 29Sep2010)
CRUS -8% (first buy intra-day 29Sep2010, add before market close, sold all 01Oct2010)
VPHM -5%
MELI -5%
EGO -1% (keep only gld/dgp)

Again TOP CALLING is stupid ...

It is normal for market to pull back after the best month of Sept in 100 years of stock market history. In bull market, what you often see is top calling, they DONT make money, period!

All my buys and sells are given in real time (or before the market open) in trader1688 dot com Angela Sisters
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 楼主| 发表于 2010-10-4 07:51 PM | 显示全部楼层
Top gainers as of 01Oct2010

TNA 24% (first buy close of 01Sep2010)
NFLX 19% (first buy intra-day of 01Sep2010, 1/2 profit taken 01Oct2010 @ 18%)
EBIX 13% (first buy market open 21Sep2010)
ACOM 13% (first buy market open 20Sep2010)
ARUN 12% (first buy 30Aug2010, 1st add 1Sep2010; 1/3 profit taken 01Oct2010 @ 15%)
DGP 12% (first buy 25Aug2010)
CMG 11% (first buy intra-day of 01Sep2010)
BIDU 8% (first buy market open 20Sep2010; 1/2 profit taken 01Oct2010 @ 10%)
GLD 6% (first buy 25Aug2010)


sold with profit
NFLX 18%
ARUN 15%
BIDU 10%
REE 9% (first buy pre-market 24Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
TGA 4% (first buy market open 21Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
YGE 2%
IGTE 2%
CRM 1% (first buy intra-day of 01Sep2010, final sale on 28Sep2010; )

cut loss
BORN -14% (no biggie, small position)
GMCR -9% (first buy market open 09Sep2010, sold some 22Sep2010, final sale market open 29Sep2010)
CRUS -8% (first buy intra-day 29Sep2010, add before market close, sold all 01Oct2010)
MELI -8%
VPHM -5%
EGO -1% (keep only gld/dgp)

Again TOP CALLING is stupid ...

It is normal for market to pull back after the best month of Sept in 100 years of stock market history. In bull market, what you often see is top calling, they DONT make money, period!

All my buys and sells are given in real time (or before the market open) in Angela Sisters

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 楼主| 发表于 2010-10-5 11:23 PM | 显示全部楼层
Top gainers as of 05Oct2010

TNA 34% (first buy close of 01Sep2010, 1st add 05Oct2010)
NFLX 19% (first buy intra-day of 01Sep2010, 1/2 profit taken 01Oct2010 @ 18%)
EBIX 17% (first buy market open 21Sep2010)
ARUN 16% (first buy 30Aug2010, 1st add 1Sep2010; 1/3 profit taken 01Oct2010 @ 15%; 2nd add 05Oct2010)
DGP 16% (first buy 25Aug2010)
BIDU 15% (first buy market open 20Sep2010; 1/2 profit taken 01Oct2010 @ 10%; 1st add 05Oct2010)
ACOM 14% (first buy market open 20Sep2010)
CMG 14% (first buy intra-day of 01Sep2010)
GLD 8% (first buy 25Aug2010)
TZOO 5% (first buy 29Sep2010)

sold with profit
NFLX 18%
ARUN 15%
BIDU 10%
REE 9% (first buy pre-market 24Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
TGA 4% (first buy market open 21Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
YGE 2%
IGTE 2%
CRM 1% (first buy intra-day of 01Sep2010, final sale on 28Sep2010; )

cut loss
BORN -14% (no biggie, small position)
GMCR -9% (first buy market open 09Sep2010, sold some 22Sep2010, final sale market open 29Sep2010)
CRUS -8% (first buy intra-day 29Sep2010, add before market close, sold all 01Oct2010)
MELI -8%
VPHM -5%
EGO -1% (keep only gld/dgp)

Again TOP CALLING is stupid ...

Looks like we are starting the next leg up ...

All my buys and sells are given in real time (or before the market open) in trader1688 Angela Sisters
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 楼主| 发表于 2010-10-6 09:44 PM | 显示全部楼层
Top gainers as of 06Oct2010

TNA 32% (first buy close of 01Sep2010, 1st add 05Oct2010)
DGP 18% (first buy 25Aug2010)
NFLX 13% (first buy intra-day of 01Sep2010, 1/2 profit taken 01Oct2010 @ 18%, 1/4 profit taken 06Oct2010 @ 13%)
ARUN 11% (first buy 30Aug2010, 1st add 1Sep2010; 1/3 profit taken 01Oct2010 @ 15%; 2nd add 05Oct2010; 1/2 profit taken 06Oct2010 @ 11%)
BIDU 11% (first buy market open 20Sep2010; 1/2 profit taken 01Oct2010 @ 10%; 1st add 05Oct2010; 1/4 profit taken 06Oct2010 @ 11%)
CMG 11% (first buy intra-day of 01Sep2010; 1/3 sold 06Oct2010 11%)
EBIX 10% (first buy market open 21Sep2010; 1/2 profit taken 06Oct2010 10%)
GLD 8% (first buy 25Aug2010)
HLF 5% (first buy 09Sep2010)

sold with profit
NFLX 18%, 13%
ARUN 15%, 11%
BIDU 10%, 11%
EBIX 10%,
REE 9% (first buy pre-market 24Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
ACOM 8% (first buy market open 20Sep2010; sell all 06Oct2010)
TGA 4% (first buy market open 21Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
YGE 2%
IGTE 2%
CRM 1% (first buy intra-day of 01Sep2010, final sale on 28Sep2010; )

cut loss
BORN -14% (no biggie, small position)
GMCR -9% (first buy market open 09Sep2010, sold some 22Sep2010, final sale market open 29Sep2010)
CRUS -8% (first buy intra-day 29Sep2010, add before market close, sold all 01Oct2010)
MELI -8%
VPHM -5%
NANO -5%
TZOO -4% (first buy 29Sep2010; sold all 06Oct2010)
EGO -1% (keep only gld/dgp)

this market remains to be very difficult, leading growth stocks are smoked today.

I am raising my cash levels considerably ... I think commodity stocks should continue to outperform, but techs look like going to the back seat ...

Be careful out there ...
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发表于 2010-10-7 01:17 AM | 显示全部楼层
Thanks for sharing the information - very useful!
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 楼主| 发表于 2010-10-7 12:26 PM | 显示全部楼层
The high vol sell off in the high growth tech sectors should raise a yellow flag on the current market rally.

Whether the earning warning from EQIX caused an overblown to other peers or it is the harbinger to much more selling in the weeks ahead remains to be seen ... More cards need to come out of the market to say the up trend is definitely dead.

As earning season is coming out and a favorable seasonality and potential fed QE2, we should take a wait and see mode ...

I will continue to hold my core positions on TNA and GLD/DPG, if market conditions improve, I will have no hesitance to move back to high growth stocks, such as NFLX or BIDU.
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 楼主| 发表于 2010-10-8 03:06 PM | 显示全部楼层
Top gainers as of 05Oct2010

TNA 36% (first buy close of 01Sep2010, 1st add 05Oct2010)
DGP 17% (first buy 25Aug2010)
CMG 13% (first buy intra-day of 01Sep2010; 1/3 sold 06Oct2010 11%)
NFLX 11% (first buy intra-day of 01Sep2010, 1/2 profit taken 01Oct2010 @ 18%, 1/4 profit taken 06Oct2010 @ 13%)
BIDU 11% (first buy market open 20Sep2010; 1/2 profit taken 01Oct2010 @ 10%; 1st add 05Oct2010; 1/4 profit taken 06Oct2010 @ 11%)
HLF 11% (first buy 09Sep2010)
ARUN 10% (first buy 30Aug2010, 1st add 1Sep2010; 1/3 profit taken 01Oct2010 @ 15%; 2nd add 05Oct2010; 1/2 profit taken 06Oct2010 @ 11%)
EBIX 9% (first buy market open 21Sep2010; 1/2 profit taken 06Oct2010 10%)
GLD 8% (first buy 25Aug2010)


sold with profit
NFLX 18%, 13%
ARUN 15%, 11%
BIDU 10%, 11%
EBIX 10%,
REE 9% (first buy pre-market 24Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
ACOM 8% (first buy market open 20Sep2010; sell all 06Oct2010)
TGA 4% (first buy market open 21Sep2010 --> small position, no biggie; final sale before close 29Sep2010)
YGE 2%
IGTE 2%
CRM 1% (first buy intra-day of 01Sep2010, final sale on 28Sep2010; )

cut loss
BORN -14% (no biggie, small position)
GMCR -9% (first buy market open 09Sep2010, sold some 22Sep2010, final sale market open 29Sep2010)
CRUS -8% (first buy intra-day 29Sep2010, add before market close, sold all 01Oct2010)
MELI -8%
VPHM -5%
NANO -5%
TZOO -4% (first buy 29Sep2010; sold all 06Oct2010)
EGO -1% (keep only gld/dgp)

top calling is never a smart move ...

always let the market tell you what it wants to do next ... NOT what you think market will do ...

Market is still in an uptrend ...
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 楼主| 发表于 2010-10-11 01:11 AM | 显示全部楼层
tomorrow's trading ideas,

LONG two fertilizer stocks,

AGU: use 75 as ur cut loss point
POT: use 138 as ur cut  loss point

one of the potential market theme to play out is the rotation of tech stocks (cloud computing related) to the hard asset stocks. Agriculture, copper, precious metals etc. Two strong groups in agriculture, fertilizer and farm machinery are trying to stick their heads out ... let's make some profits if the move is real ....
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 楼主| 发表于 2010-10-11 01:43 PM | 显示全部楼层
tomorrow's trading ideas,

LONG two fertilizer stocks,

AGU: use 75 as ur cut loss point
POT: u ...
angelafund 发表于 2010-10-11 03:11


I would have added more AGU if today's move was on more vol ...
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发表于 2010-10-11 07:15 PM | 显示全部楼层
thanks
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 楼主| 发表于 2010-10-13 01:07 AM | 显示全部楼层
Tomorrow, let's long a speculative transportation stock,

ATSG

very bullish chart pattern, with CSX reporting good earnings, transportation should do well (at least in the short term).
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 楼主| 发表于 2010-10-13 07:53 AM | 显示全部楼层
checking the market while trying to feed my new born son ...

looking good so far ...

where are the bears? whenever market corrects a little, u will see top callers coming out ... However when the true tops arrive upon us, u won't find them around ...

Market will only reward those who stick to winning strategies ...
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 楼主| 发表于 2010-10-13 12:31 PM | 显示全部楼层
Hard assets are definitely getting bid. I wonder how much gold will go in this round?

my recent buys are producing some nice gains ...

agu
nsu
atsg

TNA is hot ...

Bull continues to make money, let the bears or those who have no idea how market works continue their top/correction calling ..

my real time trade ideas are published in trader1688 ... from the day before yesterday, I will publish my real trading ideas in hutong9 as well ... Keep tuned.

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发表于 2010-10-13 01:16 PM | 显示全部楼层
Hard assets are definitely getting bid. I wonder how much gold will go in this round?

my recent b ...
angelafund 发表于 2010-10-13 14:31


Thanks, you are awesome!
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发表于 2010-10-13 02:20 PM | 显示全部楼层
real top notch
Hard assets are definitely getting bid. I wonder how much gold will go in this round?

my recent b ...
angelafund 发表于 2010-10-13 14:31
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