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Description:

Most Recent Trades:
2/6: sold all zynga (made profit and got out)
2/6: sold all lnkd (small profit, missed it take off)

My Trading/Investment strategy is overly aggressive. I spend a lot of time researching, on tv and internet, love to see charts, and am very goal oriented. I bravely pull the trigger. I lose sleep over some of the risk I take, but I shall continue with my ways.

I have made a few big runs.
A) Sept/Oct 2007
B) Sept/Oct 2010
C) Oct. 2011
D) Jan/Feb. 2012
The Cornerstone of my success has been options and mainly Apple.

Historic performance:
Starting ($116k)
2004 = 20% ($139k)
2005 = 26% ($175k)
2006 = 23% ($215k)
2007 = 100% ($431k)
2008 = -57% ($185k) yikes!!
2009 = 3% ($191k)
2010 = 98% ($379k)
2011 = 110% ($797k)
2012 = 204%($2,735k)Feb 10

What will 2012 Bring?
1. Tax liability of gains.
2. Tax liability of roth conversion.
3. No more tax loss Carry forwards.
4. My Account now is 71% contained within a 401k and Roth.
5. Taxes and purchases are funded from my personal trading acct. so at tax time these totals will take massive hits.

Other exciting information:

1. Cash is a viable position, especially in a down-trending market.
2. My investment goals are 20% annual return. My expectations are far higher though.
3. Lock in gains and avoid large losses (sell before I take a 10% loss).
4. Show Courage and use the knowledge you have available to you.
5. I will have wild success by earning $1 million dollars in 2012. (I am amending this due to having achieved this on 2/3) the new goal is $5 million.
6. As my accounts have grown from my option trading, I funnel out of options building a more diversified portfolio. I tend to add these positions in $10-$20k increments. I consider all growth, dividend and value stocks as possibilities.
7. Current Mix: 7% cash, 82% Apple , and the remaining 11% in 17 stocks. (*need for severe re-allocation and some flight to safety and sidelines)

Current plans: I plan to buy some stuff. With the success I have recently had I will be upgrading many personal items and adding things I have wanted for a while. I am adding to a small position in physical gold and silver position as a hedge.

Note: Balances are adjusted for withdrawals for taxes and other investments:
1. I will take a withdrawal to pay 2011 taxes which will be reflected in 2012 balances.
2. I will take a tax hit in 2013 for a 2012 transfer from IRA to ROTH.

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