Portfolio Holdings

2005 Return 10.5%
2006 YTD Return: 22.0%

I am considering adding some more international exposure to the portfolio. AllianceBernstein (AB) is in the asset management business and has considerable exposure to the global markets.

Holdings
1. Silver Wheaton (SLW) 15%
2. Altria (MO) 12%
3. Cerner (CERN) 11%
4. AllianceBernstein LP (AB) 10%
5. Corrections Corp of America (CXW) 9%
6. Broadcom (BRCM) 9%
7. Chipotle Mexican Grill (CMG) 9%
8. Chesapeake Energy (CHK) 8%
9. Banco Bradesco (BBD) 8%
10. Citigroup (C) 6%
Other 3%