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.
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