What do you think of this portfolio?

[DOTTT]

Hi everyone,
this is currently my long term portfolio (5+ years) let me know what you think.

AAPL,AET,ALL,CCU,CTGI,DVN,DOW,DIS,INTU,MERQ,NBIX,T K,TRO,TXN.

[digdeep]

It all depends at what price you bought all of these stocks, and how much of each stock you bought. What is the asset allocation break down for this portfolio?

[playerfl]

INTU and MERQ are probably more risky than you realize.

[GeorgeF]

Title company CTGI looks interesting. I own some LandAmerica. I like LFG as the PE is 4 or so, but the PEs might not be comparable.

As to the Brazilian wireless co you might consider Brazil fund BZF or emerging market Telecom EMT. Both funds trade at discounts.

NBIX seems to be in a down trend heading to support at $40. My guess is that it goes down atleast to $40.

DIS I have no faith in. They seem to be behind FUN and PKS in theme parks. They are behind Pixar and Dream Works in animation. That does not leave much.

You might consider some bonds like GIM and CMK.