I also tried to open a new 1/2 ENDP long on the early dip, but failed to act as I was chasing the price higher... and abandoned when it was not oversold anymore.
I also opened a new EW long. EW was a leading stock some days ago.
The ORCL short is still working with a weak EV pattern.
In the past two weeks, the portfolio moved from a 1% loss for the month to a 0.25% gain. Of course, in the meantime the S&P500 went from 3% to a 5% gain, which means that I still underperform, but at least we are not bleeding, while keeping a balanced position.
The Portfolio is 50% invested now.
The trade ideas for today are below. I like ASML on the short side. QIHU and NEM are question marks as they suggest a counter trade move (short while the price is gaining much.) Such a move is almost reckless in a market that trends higher, so I will short these two stocks only if the market stalls and/or the MF points down.