• Portfolio Management for August 3, 2015

    Last Friday, the only trade was to open a new 1/2 short position on KNX.





    After working on the database, I mainly found short ideas for Monday.



    The WMT short idea has been posted here:

    http://www.effectivevolume.com/showt...8741-Short-WMT

    All the other ideas highlighted in yellow look very interesting. Since the market is bouncing but without much conviction, it has been relatively easy to find short candidates. The main issue to finding long candidates. These would be in REITs, which are appropriate for the Dividends Portfolio.