New thoughts:
- Reduce the number of positions; concentrate on a handful where there is a high level of confidence
- Forget the short Puts idea; it only adds distractions
- Focus on a few, specific underlying stocks
- Each of the underlying must have some special advantage, that's not widely known: new device, new technology, or new leadership
- The underlying must also be in an industry that has a global growth trend; e.g. for now, mobile-web, healthcare (e-Prescribing, e-Records)
No comments:
Post a Comment