Real Money Portfolio – Update 2/4

This thread tracks real trades in one of my portfolios. Refer to backgrounder for more info.  No trades this week.  How about that?  The objective is to get fully invested and ride the trend for awhile.  We have been fully invested for 8 trading days.  If we can survive this week without selling anything – I will feel a little better about possibly having the wind at our backs.

Let’s take a look at the charts.

So far so good.  Let’s stay above the trend lines.




Cresud has been tormenting me every since it was dumped from the portfolio.  SLW has filled in admirably.  I considered selling 10% of CEF on Thursday and adding CRESY, but decided against it.  I want to see how this group performs.  I did add CRESY to another one of my accounts.


The portfolio is almost in the black.  This is the week.


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