cpruette Portfolio 1

Description:

Personal Taxable Portfolio

I am following a few long-term themes (Energy Demand will eclipse Supply as ROW, BRIC nations join the global economy in a meaningful way for the first time ever)(Natural Resouces will also run in short supply as this happens)(Domestic Consumers are under pressure while the ROW is booming)(Technology has the ability to outpace even in a whithering economic backdrop). Infrastructure in the US and most industrialized nations are old and in need of significant repair/upgrade.
Portfolio not tracked.

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