Brice, I post my cap appreciation and 90/10 options portfolio positions from time to time. I can't talk about the income positions in specifics. But the lists change rapidly. In general, I own stock in small biotechs, metals, oil production and services, and country closed end funds and Webs. The longs represent 10% of my total. I have a 90/10 option buying program where I currently own puts on tech stocks, banks, airlines and the drug index. That represents 40% of my portfolio. The other 50% in the maximum income.
As I say, the positions change all the time, especially in the more important 90/10 portfolio. My suggestion is to read my articls on Internet Financial Connection for general concepts, and then just stay tuned.
Sorry, been there done that on portfolio management. I have a handful of Asian partners in the income portfolio, but at this time, I am not hanging out the shingle again.
Good Luck,
MB |
