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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Grantcw who wrote (39670)10/29/2010 12:11:08 PM
From: Grantcw  Respond to of 78573
 
Recent Position Changes this week:

Bought more MSFT, bought more NE, and I joined the GFRE club since I just feel like I'd kick myself if this really runs like it should while I watched.

cwillyg



To: Grantcw who wrote (39670)11/12/2010 7:06:59 PM
From: Grantcw  Read Replies (2) | Respond to of 78573
 
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