• Portfolio Management for July 1, 2015

    No trade yesterday, as the 20DMF did not show that a reversal was coming.
    Headline news over Greece seems to be manufacturing an opening gap up today.

    The big question is what to do about the referendum of this weekend. Hence, I do not want to be positioned on any side for now.

    I therefore plan to entering trades today, but will keep the portfolio neutral.

    The Blue trades in the list below are all "Oversold" ideas. It is good is the market bounces.
    The pink idea is a breakdown on volume.

    I would tend to short bounces (VIPS, DKS) and buy OS stocks (CERN, BAX, ABB)