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I have agreed to pause the public publishing of my articles due to compliance.
Too bad, because I was just getting started.

If you'd like to receive some of my future articles, please email your name to JonJacobsCFA@gmail.com


I will also be stopping the model portfolio trading, so here is the final snapshot of the holdings:

Good luck and stay tuned.

Portfolio Update - March 7, 2016

Sold 1500 CHK @5.70
Sold 1500 CLF @3.46
Bought 1500 UNG @6.09

Portfolio Update - March 4, 2016

Locked in some more profits, and added to the beaten up Natural Gas ETF

Sold 1500 CHK @4.72
Sold 500 X @13.80
Bought 1500 UNG @5.85

Portfolio Update - March 2, 2016

Sold 500 X @ 9.90

Bought 350 BAC @13.15

Update -- 2:24pm

Sold 1500 CHK @3.40
Bought 450 BAC @13.29


Update -- March 3, 2016, 2:37PM

This is what it looks like right now. 30%+ gain in less than 2 weeks, all due to the recovery in Oil and Commodities.

I will look to reduce some positions over the next few days, and diversify into other less volatile names. That way we can lock-in some gains, buy some good stable dividend-paying companies, and wait for the next big opportunity.

$CHK $X $AA

Portfolio Update - Feb 24, 2016

Everyone likes to watch their winners keep winning, but at some point you have to cash in those profits.

Sold 1500 CHK @2.71
Bought 500 UNG @6.57

Better diversification, less volatility, more straight-up Natural Gas ETF.

Model Portfolio - update, February 22, 2016

A few changes to the Portfolio today, to improve the diversification a bit:

1) Sold 1500 CHK shares @2.34
2) Sold 2000 CLF shares @2.00
3) Bought 100 LNG shares @30.21
4) Bought 250 WTW shares @14.18