Who wrote this article?

Deepak Shenoy, Capitalmind's research team.

SoS: Rollover, Crappy Performance and A Holiday

27 Aug 2009Deepak Shenoy1 min read

Quick Facts

What is "SoS: Rollover, Crappy Performance and A Holiday" about?
What category is this article in?: General
Who wrote this article?: Deepak Shenoy, Capitalmind's research team.
When was this article published?: Published 27 August 2009.
How long does this article take to read?: 1 min read
What topics does this article cover?: ShortOnly

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.