tag:blogger.com,1999:blog-2335748440449035592.post8759936814220921399..comments2007-11-29T19:29:39.250-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-28901090357492688172007-11-29T19:29:00.000-05:002007-11-29T19:29:00.000-05:00Thank you. <BR/><BR/>No, I mean 13.4% ultrashort - so I'm double leveraged. I figured 15% of those shorts (which are hugely volatile) could offset about 40-45% long exposure. So I am still net long, but when I get to the max (15% or so with ultrashorts) it should help offset a large chunk of the portfolio. Of course this assumes the selloffs that happen hit emerging markets, and china and not just US since I've spread myself among all places. I will update the holdings tonight.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-28824106324618538652007-11-29T18:37:00.000-05:002007-11-29T18:37:00.000-05:00Hey Mark,<BR/><BR/>When you say your short exposure is 13.4%, is that 6.7% in the ultrashort ETFs with 2x leverage?<BR/><BR/>Love the blog!<BR/><BR/>robRob Tsaihttp://zenrob.comnoreply@blogger.com