Trader/Investor Portfolio Strategy

Trader Portfolio Strategy

 Long:                    

  • Stocks held 5-10 yrs in portfolio
  • Based on fundamental & trend analysis, industry expectations, company expectations, new products.
  • Revise each year for changing conditions

Short:

  • Options held for 6 months to 1 year
  • Based on Trend Analysis, news and expectations of company
  • Reviewed and revised each month

Immediate:       

  • FX, Options, Penny Stocks
  • Based on Market reactions, recent news, newsletters, and trend analysis
  • Held for moments, days, usually less than 2 weeks

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