Saturday, October 13, 2007

I am 100% cash!!!

All my triggers are filled. Here is my trading histoy for the last 2-3 weeks.








Filled Sell

GOOG Trailing Stop 609.33
0.0
-- 15:23:20 10/11/07







Filled Sell

DGX Trailing Stop 55.7306
0.0
-- 09:43:34 10/15/07







Filled Buy to Cover

AMR Trailing Stop 21.9694
0.0
-- 11:11:24 09/26/07







Canceled Buy to Cover

AMR Trailing Stop 5.00%
0.0
09/25/07 09:50:07 09/25/07







Expired Buy to Cover

AMR Trailing Stop 5.00%
0.0
09/24/07 16:24:09 09/24/07







Canceled Buy to Cover

AMR Stop Market --
25.20
09/24/07 14:17:26 09/24/07







Filled Sell

GOL Limit 22.93
--
-- 15:41:41 09/20/07







Filled Sell

GS Trailing Stop 227.58
0.0
-- 15:21:09 10/11/07








Filled Sell

GOOG Trailing Stop 578.64
0.0
-- 09:55:37 10/04/07








Canceled Sell

GOOG Trailing Stop 3.00%
0.0
10/09/07 07:10:33 10/09/07







Canceled Sell

GOOG Trailing Stop 4.00%
0.0
-- --








Canceled Sell

GOOG Trailing Stop 2.00%
0.0
-- --







Canceled Sell

GOL Trailing Stop 8.00%
0.0
09/20/07 15:40:43 09/20/07



I had single trigger for most stocks which I adjust as an when the stock went up more than expected. My google holding had a huge run up fom 449 (my buy price) so I had two triggers with 35% holding at a trailing 3%. Sale of this 35% holding triggered another trailing stop trigger at 3-5% for the rest of the holding. I forgot to mention that there was another reason for my all cash position. Ideally I would have let 30% stay in Tech & Oil stocks, but I am planning to buy a house as well as a business and need cash for that in less risk assets. I got picked out of the market much quicker than I expected, but I will not jump in and wait for stocks to pull back once the Housing and GDP -ve growth fears start scaring people. Right now it seems that we are in overbought position. How long this position will continue is anybody's guess, but surely by the middle of next quarter we should start seeing stock pull as GDP growth starts slowing and -ve growth starts becoming visible to the market players.

Wednesday, October 03, 2007

Market too hot for me.

After seeing DOW having a huge run up to 14000, I have put trading triggers on all my positions (GOOG, DGX, AMR-Short, GS, GOL)with trigger % 4%-8% depending on volatility of individual stock and my long term view. I will keep adjusting the trigger % as and when I get more information. Even if I go all cash I have no regrets. In my retirement account, I have holding for the long term so I will let those run. I did add a oil services focussed mutual fund to my retirement account a month back making it almost 50% stock now.