Well its been a good couple of months ...Increased the size of my crystalised total capital by about 65% in the 4 months mainly on the back of some wins in graphite sector and oil/and gas sectors... Expect to increase that by another 10-20% in the next 4-8 weeks or so market permitting ... Cautious now given Sept/Oct (statistically bad time to be in market) is upon us and we are at altitude on world markets...(not quite in the death zone but certainly high enough that the air is starting to thin out nonetheless) will be running tight stops on all STT investments till end of Oct early Nov ... Took the opportunity to cull some smaller longer term FA holding stocks and my portfolio down to just 4 stocks now...an amazingly cleansing and liberating process. ... shortly to be 3 stocks...
Sometimes more money can be made by not investing in anything at all... Will keep my eye out but will have to be "absolute top shelf" to shift me ... otherwise small STT swing and DTs
