Going short

I've entered some short positions on last weeks rebound. I'm ~9% short, mostly Mag7, Energy and BTC.  I'm 96% long vs 9% short.

I don't know weather the rebound lasts only for a week, or a few weeks.  I'm prepared to short more.  Best guess so far is that this is a slowdown over 1H25, probably not a recession.

Thank God for daylight saving.

Edit 18-Mar: Now 16% short, 4% cash, 96% long.  The shorts are mostly Mag7, followed by Energy, and a little BTC.  I don't know how long the rebound lasts, it could go on another few weeks.

Edit 30-Mar: Covered my energy and bTC short 2 weeks ago as the Hedgeye signals changed.  Covered remaining shorts last week at a small loss.  A kangaroo market may be changing into a bull market. It I want to re-short, NVDA is the weakest of the Mag7. 

As of 30th March, YTD performance is OK.  My portfolio correlates with SPY.  Biggest gainers have been WMB and KMI due to soaring natty.  Biggest loser is Harta.