KDelta Stock Portfolio Up For 2016 & Adding ETF’s

Note: We will not have updates until 04-28-16 if needed.

Our Sallie Mae SLM trade was almost perfect. Tight trading range with a huge gap up to within 2 ticks of our target. But we attained only an 8% intraday gain on the trade, not the 8.1% targeted before intraday prices collapsed right back into our breakout zone. Still a profit at 6.84 last, which is where we would exit. Otherwise exit immediately.

It’s long overdue, but we are adding commodity ETF’s with longer hold durations. First up is Natural Gas UNG, which was entered this week. This allows hedger related signals that average about 2 to 3 months with greater % profit potential. Hold periods can last up to a year or so in some cases.

2016 KDELTA Stocks  portfolio update                  04-21-16

2016 YTD KDelta P/(L) = +1.28%   vs SP 500 Index = +2.4%

Each position= 5% portfolio unless specified

Pending trade order (Buy Stops entries unless specified)

Stock:     Buy Stop:                Exit price:  Projected gain      P/L Stop post entry nonmember

 

Open positions   Entry               Profit  Exit                       Trailing Exit Stop

04-20-16 Buy UNG 7.02               7.63     8.8%                       6.73

Total KDelta short term portfolio 10% invested

Long Term Investors 85% invested SPY

 

Closed Positions 2016:

.                                                                                                     P/(L) % to

.                                                                                                    Portfolio at

Entry                                              Exit                  Profit/loss     5%/trade

04-13-16 Buy SLM 6.69              04-21-16 6.84       2.2%           0.11

04-19-16 Buy CL 71.57               04-20-16  70.57   (1.4%)         (0.07)

04-07-16 Buy AU 14.32              04-11-16 15.48      8.1%           0.405

03-28-16 Buy MMC 60.23          04-07-16  60.23     0                 0

04-01-16 Buy GS 158.91             04-05-16  155.00  (2.45%)     (0.12)

April results = 0.325%     YTD = +1.285%

02-16-16 Buy PNRA 200.55       03-03-16  214.9     7.15%         0.36

March results = 0.3575    YTD = +0.96%

02-23-16 Buy HIMX 9                  02-24-1    8.59      (4.5%)        (0.227)

02-16-16 Buy USAT 3.80             02-23-16  3.88       2.1%           0.105

02-19-16 Buy HON 107.42          02-23-16  104.31 (2.9%)         (0.14)

02-16-16 Buy ORBC 7.88             02-18-16  8.20       4.1%           0.205

02-03-16 Buy AEM 30.70            02-08-16  34.4       12.3%         0.615

02-02-16 Buy ACC 42.00             02-08-16  42.40     0.94%         0.047

February results = +0.832%   YTD= +0.605%

January results   = 0

 

{Results 2014=+10%; 2015=-1% vs SP 500 Index –(1%)}

 

 

Disclaimer and Notice:  This report may contain information on investments that are high risk and have substantial risk of principal loss.  It is for informational purposes only. Statements in this communication are not statements of fact are merely opinions or forward looking statements from a potentially biased source(s) that involve known and unknown risks, uncertainties and other factors that could cause actual future results to differ materially from any prior or projected results. Statements in this communication may be inaccurate and/or unsuitable for you.  You must perform your own due diligence.  Your investment decisions should always be made based on your specific financial needs, suitability, objectives, goals, time horizon and risk tolerance.  Any decision is at your sole discretion and at your sole risk.  You are advised to consult with your individual investment and tax professionals before making any investment.  Past performance is no guarantee of future results.

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