Whats in your portfolio right now?
 

My portfolio concentrates on value plays and has a time horizion of 10-15 years.

MESA- Bought at $8.40 makes up 6% of potfolio
COP- $36.20 5%
SPF- $43 6%
CQB- $24.9 9%
EWJ- $9.5 4%
KG- $16 3%
LUB- $3.9 12%
GG- $18.25 6%
CTGI- $5 10%
FCMC- $9.25 5%
FHRX- 16.60 6%

Cash- 28%

My most recent buys include FHRX, and KG both in the generic pharm. sector.

Re: Whats in your portfolio right now?
 

VASGX 100%

Re: Whats in your portfolio right now?
 

NLR / NTLRF
PG
PLT
CREAF
RIO

Re: Whats in your portfolio right now?
 

Index funds are not fun... it's like driving a car with automatic gear... not for me [img]/images/graemlins/smile.gif[/img]

Re: Whats in your portfolio right now?
 

MOT
GTRC
ATVI (house of pain here)

Re: Whats in your portfolio right now?
 

.000000000000001% MAMG
.000000000000001% MSNI

Re: Whats in your portfolio right now?
 

Citadel Diversified CTD.UN-T
Enervest Diversified EIT.UN-T
First Premium FPU.UN-T
Primewest Energy PWI.UN-T
Retirement Res RRR.UN-T
Sentry Select SDT.UN-T
Viking Energy VKR.UN-T

All of the above are Income Trusts traded on TSE

Dynergy DYN-N

Averaging over 15% a year

Re: Whats in your portfolio right now?
 

CUTR
CWTR
LUFK
JCOM
EPEX
SWN
USAK

Re: Whats in your portfolio right now?
 

BAC
DVY
HPT (ready to sell soon)
GOOG
INTC
KO
MCY
NWL
PEP
PG
TRI (ready to sell soon)
WM

Re: Whats in your portfolio right now?
 

Total Neophyte, me and a buddy bought our first 4 stocks, just last Wednesday:

FO - Fourtne Brands
SHFL - ShuffleMaster
AVY - Avery
GRMN - Garmin

Nothing to sexy - we have a long term buy and hold strategy, and will be reinvesting all dividends.

Sarge[img]/images/graemlins/diamond.gif[/img]

Re: Whats in your portfolio right now?
 

ADBL 100%

Re: Whats in your portfolio right now?
 

[ QUOTE ]
ADBL 100%

[/ QUOTE ]

Hope you picked up this one pretty recently.

Re: Whats in your portfolio right now?
 

NDAQ: one i wish that was in my portfolio

Re: Whats in your portfolio right now?
 

SIRI - sirius radio
IBM
ANF - Abercrombie & Fitch
DELL

Re: Whats in your portfolio right now?
 

[ QUOTE ]
VASGX 100%

[/ QUOTE ]

Why not diverse yourself

ScottyOWeb.com

Re: Whats in your portfolio right now?
 

Damn straight! I was watching the stock for months and when the most recent dip happened I moved "all in". The dip was planned by ADBL because they put all their revenues into solidifying against competition and improving product research rather than generating short term profits for the shareholders. This equates to lower risk and greater long term profits in the future. The third quarter report which came out on November 3rd merely confirmed this. The stock has already risen above 13 dollars giving me a 20% return already. But I think it will hit 20$ by the spring after the company follows its plan on generating profits this new year.

NFLX was almost a two bagger for me this year and I have put everything into ADBL now hoping to generate a similar return next year.

Re: Whats in your portfolio right now?
 

KO = 20%
MO = 20%
PCU = 20%
MSFT = 20%
INTC + 20%

Re: Whats in your portfolio right now?
 

100% GOOG

Re: Whats in your portfolio right now?
 

[ QUOTE ]
100% GOOG

[/ QUOTE ]

I feel like I'm witnessing chapter 1 of a sad story...

Re: Whats in your portfolio right now?
 

ENER- 46%
MYG- 15%
VDE- 11%
XLE- 14%

Cash- 11%

Re: Whats in your portfolio right now?
 

[ QUOTE ]
100% GOOG

[/ QUOTE ]

This will probably work real well for you for the short term, but I would be looking to take a lot out as profits after Q4 earnings are announced.

Re: Whats in your portfolio right now?
 

Yes, that isn't a long term bet...at least not with the amount and % I have in it now. Just enjoying the ride [img]/images/graemlins/smile.gif[/img]

Re: Whats in your portfolio right now?
 

hmmm dunno whether to take this post seriously or not, as i haven't seen enough of your posts to know...but would you or anybody care to elaborate?

i've certainly studied a lot and feel i know a lot more than my real life peers...but i certainly am a market novice compared to a lot of you.

Is it a bad strategy to stick the whole pile behind a stock you feel is amazing? I'm not looking to retire anytime soon...risk is ok with me...

Or were you perhaps saying that GOOG is a bad bet?

Re: Whats in your portfolio right now?
 

This is about 40% of my total portfolio; the rest is in index funds and retirement accounts, both of which are heavy international. Buy and hold.

BRK.B 22%
MSFT 15%
EWJ 11%
JPM 8%
WPO 8%
BUD 7%
BAC 7%
JNJ 6%
DELL 5%
HD 5%
GPS 3%
C 3%

Re: Whats in your portfolio right now?
 

LQD iShares GS $ InvesTopTM Corporate Bond Fund
EFA iSHARES TRUST MSCI EAFE INDEX FUND
IWM Russell 2000 Index
MDY S&P Midcap 400 Depository receipts
SPY S&P Depository Receipts
VTI VANGUARD TOTAL STOCK MARKET VIPERS
BFK BLACKROCK MUNI INCOME TRUST FD

I'm a passive investor. I just make purchases once a month and I'll see what happens years from now.