Positioning

Came into week:

2 SPY (4/17)
2 XLF (6/28)
2 INDA (7/5)
2 IWM (7/7)
1 QQQ, 1 SMH (7/7)

Adjustments:
7/10: -2 IWM, +2 EEM (whew!)
7/11: +2 GLD
7/12: None
7/13: None
7/14: None

I entered the week with idea of adding leverage on bullish resolution of congestion of the prior week, but seeing the 3rd highest ISEE reading of the decade on 7/11 meant i opted for GLD instead. This position is up but probably stocks would have been better.

Currently 10 longs for 100% plus the 2 GLD so actually 80% net.