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Strategies & Market Trends : Value Investing
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To: Grantcw who wrote (39670)11/12/2010 7:06:59 PM
From: Grantcw  Read Replies (2) of 78576
 
Portfolio Update 11-12:

I moved an old American Century IRA to an e-trade account, so I moved out of some mutual funds to buy individual stocks and etf's.

Largest Positions:

Cash (12%)
GDX & GDXJ (8% Total)
MSFT (8%)

Other Significant Positions (Between 4-7%)

INTC
CSCO
QQQQ
GEOI
NE
ACTS
ATPG
GRVY

Position increases:

NE, CSCO

Thank you,

cwillyg
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