Rolling over all positions from the Short Only strategy as is. No change in my outlook from a fundamental perspective, though I’m close to stop losses on everything. Performance has been pathetic, with a negative 3%; good learning on what might work and what might not. Useful to stick on, and to work closely with SLs.
Also I’m taking a short break, heading over to Nainital with my wife and son. Will be back Tuesday, and hopefully will get thoughts better organised so I can post more frequently. Apologies for dragging out posts and the innumerable mistakes that are left unedited.
