Eno's Dream Portfolio

Description:

This is a portfolio of the stocks which I've come to believe have long term value. I'm limiting myself to 20 positions here, so this must be diverse. I'm really focused on industry/sector diversification, not cap.

If I were to construct a new "buy and hold" portfolio this is something like what it would be. Tracking to see if I'm any good at it (so far the answer is "No", but I think that it's a timing issue, so I'm looking to get out of that). I'll update this a bit as time goes on cause I don't have time to do it all tonight. This will be predominately a US equity portfolio for now but I intend to expand it later to include ROW.

12/21/07 - Not doing so well since inception but I'm letting it ride. Some dogs in the bunch, but I want to see a full-year.

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