For long term market timing, we are likely in a complex market top. Now we are seeing clear divergence on index and breath. So 100% cash in current allocation (actually move 100% into monetary mutual fund).
[Anticipation List Event- from last Wen to this Tues]
09/10/2014 - 09/16/2014, a lot of b/o fade and b/d. Market condition is not good at all, even full anticipation will get hurt a lot. See details below:
Some stock b/o and move as momentum burst - the big winner (20%-30% in normal market condition)
(1) LOW
Some stocks b/o then side way move - wash trade or scratch trade (30%-40% of the trading)
(1) VPRT
(3) LGF
(4) INTC
Some stocks b/o then fade - may hit or half hit the stop loss (30%-40% of the trading, loss need to be well controlled)
(1) CSTE
(2) JMBA
(3) TA
(4) FL
(5) WPX
Some stocks break down - you will not be affected if trade b/o, but will be stop out if real anticipation
(1) CMG
(2) COO
(3) CXW
(4) FBHS
(5) LYB
(6) MHK
(7) MWE
(8) PTRY
(9)WY
(10) DTSI
(11) TSLA
(12) WX
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