You want prudence? Well, me too. However, here's a look at reality, which to me is 4 messy rooms:
4 portfolios consisting of: 1 taxable, 1 IRA, 1 Rollover IRA (when the lousy PBS outlet I worked for in NY {name on request} laid me off after 16 years, then re-hired me the next day as a temp, I took the opportunity to roll my 403B
(all my own funds) into a self-directed brokerage roll-over IRA) and 1 Roth IRA(my former union pension).
Taxable:
CREE 16%?
HTEK island of lost dreams now dull shiny pebble
IW.T shiny pebble
LWIN .5% the remains of several wonderful trades
MFNX 3.2%
MOYC former shiny pebble, now grit
QCOM 73.4%
LEAPS: QCOM, GBLX
Roth:
QCOM the magnificent: 100%
IRA:
GMST Yes!
JDSU yes yes!
MOYC dull as dishwater
HTEK hope is not yet totally extinguished
LWIN son of Q
QCOM gotta be at least 75%
VSAT shiny pebble
Roll-over: (the big enchilada):
CTXS
GBLX
CNXT
HTEK
JDSU
GMST
MFNX
SNDK
EGOV
LWIN
QCOM
Fidelity Aggressive Growth
Fidelity Magellan
oh yeah, I forgot: IRA rollover, part II (union):
Vanguard Health
Vanguard Capital Opportunity
also 4 other funds not in IRA (PRIMECAP, Oakmark Special (not really that special this year), Tweedy Brown Global Something.
That's it more or less; I buy and sell a lot, pruning really, (or maybe just ADD) and race one portfolio against another. Hey, what the heck?
ps- I may be retired. It's just beginning to dawn. Or should I become a broker??
pps- Since I was using last month's statement the whole exercise is totally out of date.
ppps- up +1,000% this year, somehow.
Thank you. |
