Fingers Crossed

Going in 20% short for tomorrow. More confident on the nflx position now after the CSCO debacle.  Wondering what's in store tomorrow. Only long tech position still open is MSFT.  Does have some protection in OTM call sold on it. I was thinking of next quarter to be the precursor to a tech bloodbath.  Seems like christmas is here early? Wait and watch.

Close Out (NGS/RDC)

NGS at 16.58, RDC at 31.82

Short NFLX

Sell 2 Nov 12 Calls at strike 180 at 0.87

Close out TRV/AWH

TRV at 56.9, AWH at 59.38

Close Out GOOG

Closing Out google call spread.

Close Out FSR/CB

FSR at 11.77, CB at 59.76

Close Out ADBE

Taking Profits.

Closed ADBE at 29.39. Jan 32 call at 1.7, Jan 36 call at 0.37

Close Out AAPL Put Spread

Closing 11/20 Put at 3.28, 11/05 Put at 0.56.

Close out ADBE Put

Close out ADBE Put at 0.17. Locking in the gains on the option.

October Performance (Tech bets save the day)

Ended the month down 1.5%. Some of the tech bets were the saving grace for the month.

Put Spread on AAPL contributed  0.4% to the portfolio.

 Call Spread on GOOG + speculative put selling contributed 0.7% to the portfolio.

MSFT contributed  0.5% to the portfolio.

ADBE contributed 0.2% to the portfolio.

NFLX contributed  -.3% to the portfoio.

In total the tech bets made 1.5%. I guess these are offset by 3% loss in pairs bets.