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投資是一門藝術,投資是一所永遠的學校。股海一粟第一次接觸到股票還是在1988年,那時候上海隻有老八股,沒有正規的交易所。。。那一年股海一粟隻有10歲。
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每日持倉位 --- October 2, 2007

(2007-10-02 14:30:04) 下一個
Today’s Transactions:

Initiated a position in DHI at $14.69 Stop if the stock is closed below $12

Reason: this is more a technical play than a fundamental call. I certainly don\'t foresee any material improvement in the US housing market --- it takes time to clear all those inventories. However, the homebuilder sector has a good chance to rebound from here after dropping more than two thirds within the past one and half years.

Today’s Return: 2.73%
Return since inception(June 05, 2007): 91.62%
S&P 500 Return since June 05, 2007: 0.48%
Leverage: 1.47


My positions:

Long:
PG
UTSI Jan 09 10 Call
DRYS
GOOG Dec 07 400 Call
SOHU
DHI

Short:
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