David Lukash Portfolio 1
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Created by David Lukash
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Date updated:07-23-2007
I am disabled and watch the markets daily. I have a lot of time to devote to research, which may limit others to copy my portfolio. This takes a lot of time. I DO NOT believe in holding just a few stocks, or concentraing in one area. You must be diversified! Retirement (growth, need to start taking money out in 2 years) Always agressive in stock selections. Hold approximately 10 mutual funds which I do not trade. Predominately hold large cap (dividend payers & S&P, International, both developed and emerging) and play with Fidelity Investments sector funds (natural resources, oil, medical etc.) and ETF's.
I always take profits and never hold a loser if the fundimentals change. I hold most stocks for the mid-term (3-12 months) I believe at least 50% of portfolio should be international. I make approximately 5-10 trades a month with about 20% of my portfolio.
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PCP
Precision Castpar - $103.20
- -0.68%
- $103.24
Strong product line required by many industries in aerospace and defense.
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BA
Boeing Co - $51.70
- +0.52%
- $51.12
Well diversified aerospace with both government and civilian exposure. A strong play with the "787 Dreamliner"
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AMX
America Movil - $47.01
- -1.26%
- $47.42
Carlos Slim is consoldating the Latin American cell phone business. Long term investment.
-
RIO
Rio - $0.00
- N/A
- $N/A
Base metals for the long haul (Iron & nickle) Long term investment. Great contract with China.
-
MDR
Mcdermott Int Pan - $21.59
- -1.82%
- $21.71
Huge backlog of infrastructure orders, with new contracts almost daily. Long term investment.
-
UTX
United Tech - $67.97
- -0.06%
- $67.73
Otis, Sikorsky, Carrier. Long term investment.
-
PX
Praxair Inc - $82.61
- +0.30%
- $81.81
Industrial gas. Long term investment in an expanding economy.
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MCD
Mcdonalds Cp - $63.97
- +0.88%
- $63.36
I'm lovin it
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fine tune your disciplines
Q.
If Goldman Sachs is stupid, what...
11.21.09 | 17:17 PM Asked by
Clementplace
A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons
Also, DSX, for instance moved up after
hours.
It might depend on your timeframe. The
related indexes appear to be trending
up. (this is not a recommendation).
Q.
Steel....playing catch up now. ...
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dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
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