Portfolio Decisions 4/28/12

So far this year, we are positive on our portfolio and just hit our high mark for the year. I am also meeting the boss’s (wife) goals for me to make 1% per month for this year. That is actually quite remarkable because I am quite conservative and in my harsh judgment for myself give myself an A on trading systems but a C on execution. The boss reminds me how I have failed to take on the executions for AAPL when the trading systems have fired entry and exit signals for the last several months that were spot on.

On a flight back from Minnesota, I was mulling my portfolio on a napkin and was thinking that the way I wanted my retirement portfolio set up for trading is

Stocks                          50%    (Always hedge my stocks with SPY Put options)

Alternative Investments 50% consisting of

            Commodities (GLD, OIH, USL)           10%

            Bonds  (TIP, TLT)                               10%

            Real Estate (IYR, SPG)                        10%

            Currency funds (FXY, FXC, FXF, FXE, UUP, and UDN)  10%

            Cash                                                    10%

I would enter each based on tactical asset allocation – which would be my 1/month momentum system on my 401Ks and daily dynamic hedge system based on my Metastock trading systems. Once again I failed to execute my real estate trading decisions and they have risen nicely since I failed to get in. Same with AAPL. Think I will dump AAP as I have not acted upon it for so long. I am still in HOG, PCP and on the down side on SNDK although I took half profits on the huge gap down. Also long UDN and TLT which are all in the profit right now from my entry point..

P.S. My boss minds the AAPL mishap.