净LONG 59% 以低姿态迎接明天

来源: 2023-01-31 16:42:24 [旧帖] [给我悄悄话] 本文已被阅读:

Covered 25% short of GDX and TOL, the cost of hedging with TOL is going a bit wild this time.

Covered EL at open and re-shorted later,  too hefty P/E

Shorted OIH again

Sold 13.3% of PYPL

106% long 47% short = net long 59% ( 100% = account value),Normally I maintain 100-120% long with zero hedge.

最近几次美储会议牛牛都是被痛击,这次我留了一手,应该是进退都可。