Portfolio I (Heavy cash with solid value longs of quality. Little commodity exposure with UNG but I don't recommend UNG right now)
70% cash
30% long
BAC, F, UNG, RIG, and STAR
Portfolio II (Some cash - tech, basic materials, and oil geared)
40% cash
60% long
ENTR, LVLT, WY, SLM, VALE, RTP, AMD, TSRA, HES, TSO
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment