Thursday, March 02, 2006

Portfolio Update

So far things have gone pretty well in 2006 for the portfolio. Lately, tech seems to be king and I am starting to wonder if we are at a top in technology stocks (BRCM, MRVL, CIEN, JDSU, GOOG, AAPL...) & emerging markets (EEM, IFN, IIF, HDB, UBB, BBD...). The buying frenzy is getting ahead of itself. Maybe I am approaching things too cautiously because I did not follow the markets during the "bubble/boom 90's." Anyways, I will still continue to stay overweight stocks.

2006 YTD Return: 13.6%
(Includes Dividends, Commissions, & Realized Net Loss from Option Trading)
2005 Annual Return: 10.5%
(Includes Dividends, Commissions, & Realized Gains from Option Trading)

Top Holdings as of 3/2/2006
  1. Broadcom (BRCM) (13.4%)
  2. Cerner (CERN) (9.4%)
  3. Bema Gold Corp. (BGO) (8.4%)
  4. Titanium Metals Corp (TIE) (7.9%)
  5. Banco Bradesco ADS (BBD) (7.9%)
  6. Chesapeake Energy (CHK) (7.5%)
  7. Short: China Natural Resources (CHNR) (6.3%)
  8. Gilead Sciences (GILD) (5.6%)
  9. Altria Group (MO) (5.2%)
  10. Citigroup (C) (5.1%)
Other (23.3%)


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