Tribeca Trade Group Weekend Newsletter March 31, 2019

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Includes: ADSK, AMZN, ARGT, ASHR, AYX, BA, BABA, BIDU, BKLN, BSX, CAT, CN, COUP, CRM, CSX, DIA, EA, EEM, EFA, EGPT, EIRL, EIS, ENZL, EPI, EWD, EWH, EWJ, EWL, EWO, EWP, EWY, EZA, FDN, FDX, FSLR, FXI, GDX, GREK, GXG, HD, HEDJ, HUYA, HYG, IBB, IEFA, IGV, IQ, ISRG, ITA, ITB, IWM, IWV, IYR, IYT, IYZ, JD, JNJ, JNK, KBE, KL, KRE, KSA, KWEB, MCD, MSFT, NGE, NORW, NTNX, PKW, PLND, QQQ, RDUS, ROBO, RSX, SLX, SMAR, SMH, SPY, TAN, TEAM, TEUM, TNDM, TWTR, UAE, USMV, VKTX, VNQ, VTI, WDAY, WTER, XLB, XLE, XLF, XLI, XLK, XLP, XLU, XLV, XOP, XRT, ZEN, ZS
by: Christian Fromhertz
Summary

I finished the first quarter +50% YTD and am pleased with the performance.

The portfolio was both stock and options, a formula I will continue 2019 with.

An important takeaway is that I had no big losers. Remember, it is ok to have losers - this is going to happen in trading no matter what - just not big losers.

I will be watching the IWM closely for signs of weakness or a turn. Other trouble spots like Transports and Regional Banks outperformed last week, which, in my opinion, is a good thing.

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.