jpopnoe Portfolio 1

Description:

Following diversification approach by using "baskets" in a few sectors (i.e. multiple names for oil and oil services, tec, etc.), so no need to jump on me for having pairs or three of a kinds.

Overall, I have achieved a nice balanace with the total portfolio with tech, oil, retail (WAG, MO), biotech (spec), and aerosapce. I also have split out the financials (asset mgmt) into a new sixth bucket...which is actually a pretty lonely pail since the only name left in there is BAM...but looking to jump on BAC, GS, and other cheap long term plays that have been knocked down.

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