Portfolio Update
YTD Return: 10.3%
Here is a look at my portfolio as of 3/21/06. I covered my short position today in China Natural Resources (CHNR).
Top Ten Holdings (% of Portfolio)
1. Broadcom (BRCM) 12.8%
2. Cerner (CERN) 10.7%
3. Etrade (ET) 9.8%
4. Bema Gold (BGO) 8.2%
5. Titanium Metals (TIE) 8.1%
6. Chesapeake Energy (CHK) 7.4%
7. Banco Bradesco (BBD) 7.4%
8. Gilead Sciences (GILD) 5.9%
9. Altria (MO) 5.5%
10. Citigroup (C) 5.5%
Other 18.7%
Here is a look at my portfolio as of 3/21/06. I covered my short position today in China Natural Resources (CHNR).
Top Ten Holdings (% of Portfolio)
1. Broadcom (BRCM) 12.8%
2. Cerner (CERN) 10.7%
3. Etrade (ET) 9.8%
4. Bema Gold (BGO) 8.2%
5. Titanium Metals (TIE) 8.1%
6. Chesapeake Energy (CHK) 7.4%
7. Banco Bradesco (BBD) 7.4%
8. Gilead Sciences (GILD) 5.9%
9. Altria (MO) 5.5%
10. Citigroup (C) 5.5%
Other 18.7%
posted by Big Ben at Tuesday, March 21, 2006
2 Comments:
Nice!! Keep putting up returns like that and I'll be sending you my money. phil c.
Phil,
Thanks for the comment. I would be up about 3-4% more if some of my stocks were closer to their 52 week highs. But then again, so would everybody else.
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