• Portfolio Management for September 29, 2015

    Nothing much yesterday: I closed the TGP long and opened a short BEAV so that I at least am in phase with the market. I waited for TGP to bounce to resistance before selling... although I still like TGP very much. It is sold simply because it belongs to some index and it is sold with whatever is related to commodities.



    The same is true for TOO and NTI. As of now, they are under pressure, but these three companies are well managed and quiet stable. When money moves back in, so will I do!









    The trade ideas for today are below. Most are short ideas on a weak bounce.