Between Sunday afternoon and Tuesday afternoon, I imagine most traders – bull and bear alike – had pretty much pulled most of their hair out. Huge up. Huge down. Huge up. The entirety of the Spanish drama has come and gone, and prices are pretty much where they all were at Friday's close. It's as if nothing happened (but a lot did happen in between).
For my own portfolio, it stands as follows:
+ About 52% committed to positions, the rest in cash;
+ 59 individual shorts, all of them small;
+ 5 longs, all of them ETFs, and all of them medium-sized;
+ A split of 70% short/30% long
As we are about 80% of the way through Q2, I am getting cautious about preserving profits. April was profitable for me. So was May. So is June, thus far. I don't want anything to change that!