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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (34625)5/30/2009 3:00:21 PM
From: Madharry  Read Replies (1) of 78615
 
my ira potfolio is up 39% ytd after being down 61% in 2008. It was and is heavily focused on small mining and energy stocks, and the liquidation of wm and bankruptcy of apex silver and ceasing of operations of mogif hurt quite a bit.
My cash portfolio might have done even better in 2009 as its now down less than 10% since June of 2008, despite sustaining big losses in aib, chk, coswf, and wm preferred.

I have made almost no changes in my ira portfolio over the past year I continue to own almost everything I owned in 2008. I continue to like Detour Gold, which merged with pelangio, slw, chk, coswf, and pwe. But I am more diversified now and am looking to expand my ag portfolio which oncsists of dba, cresy, gfre, and feed now.
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