2nd Quarter Performance - Good ETF List

Good list of all the relevant ETF's and indexes

http://www.bespokeinvest.com/thinkbig/2011/6/30/first-half-scorecard.html

Market momentum

So market has been surprisingly resilient and constant increases of significant amounts. Low volume a bit troubling and i would expect at least a small pullback soon. Too early to say if it'll reverse or just a short break.

Current expectation is that it can go up a bit more so may sell a couple small things for options that are above 100% but hold the rest and in the meantime, put in some stop loss orders.

Indonesia

Another longer term emerging market?

2 ETFs:

IDX
EIDO

IDX looks to be higher volume and larger asset wise but EIDO has beaten performance considerably...

Jumping in some more

So...market still very questionable on whether to go up or down mid term but decided to take risk and bought bunch of call options with a couple of hedge points with put options.

Gotta hope for luck...

Jumping back in

The 200 day moving average held surprisingly well and most stocks indicators have flatted out so maybe considering jumping back into market depending on what tomorrow looks like

what to buy?...

GE options? - started turning green
F options? - not indicated reversal yet
XLF or any financials - started turning green

Emerging markets - not yet green

GE Options

Potentially buy:

GE July Option - 19
GE Aug Option - 19?

Maybe wait another week or so for LTD, QQQ too expensive for options

C maybe but not such good luck lately, maybe C july 39 or C aug 40?