Tuesday, August 4, 2009

RF Portfolio Update

Portfolio 2 is unchanged, scroll to Saturday to see the holdings.

Portfolio 1 has been updated:

70% Cash
30% Long

AMD (Cost $3.92)
ENTR (Cost $2.40)
SLM (Cost $8.64)
DRYS (Cost $6.55)
PRU (Cost $33.90)
LVLT (Cost $1.25)
HBAN (Cost $4.26)

I will likely start adding housing related plays tomorrow, as housing seems to have bottoms due to price discovery being found.

No comments:

Post a Comment