With tankers and container ship rates now going up..GE could be a major beneficiary as last time only tankers went up while containers went down.. Long above 1005 with any move above 1050 leading to a much larger allocation.
SL for the first part of the trade woulld be sub 910 so keep the allocation at 5% and add more above 1050 where the SL can then be shifted to 1010.