PERFORMANCE
*****
*****
GENERAL THOUGHTS
This was the first month where I felt like I really made progress on the technical analysis part of my portfolio. Like I really feel like I've got a simple system that will help protect the downside but allow for upside. I guess we'll see. But using the "Simon Sez" methods from Quill on the MF boards has been revolutionary. I actually felt like I did years ago when I found Saul's monthly roundups – totally engrossed when I came across it.
So the funny thing is that my stocks really ripped this month. If I had been fully invested I would have been up a lot more. For instance I have a small little portfolio that I run parallel where I was fully invested in my target names and it was up 30% MTD. That's right. Not being fully invested I was up 8%. So that's a big difference. But I've got something I can use going forward, and I wasn't fully invested in it as I tried it out. The positions I was in were only about half allocations. For instance my target position for ZScaler is 10% yet I was only about 5% invested during the month despite it ripping higher. Why? Basically I didn't want to chase. I just wanted to see if my trading system worked. So we'll see how it goes but I feel good about it. Finally. After falling so far I feel like I've got something that can get me back to where I was. It will take time. But I don't feel out of control anymore.
PORTFOLIO
60% CASH (INCL BIL AND FDRXX)
