Date updated:07-27-2008
The largest 10 holdings in my non-retirement portfolio, excluding ETF's and mutual funds

-
BRK-B
Berkshire Hath Hl - $3447.00
- -0.09%
- $3443.1001
Great hedge during high-volatility period

-
QCOM
Qualcomm Incorpor - $45.10
- +0.02%
- $44.83
Finally has Nokia litigation put to rest.

-
DEO
Diageo Plc Ads Ne - $67.95
- -0.47%
- $67.33
Lower multiple, better dividend than many US-based consumer staples

-
BDX
Becton Dickinson - $73.70
- +0.33%
- $73.52
Medical devices - best sub-sector in health care. Will do well if either party is in power.

-
BA
Boeing Co - $51.70
- +0.52%
- $51.12
One of the best performing Dow 30 stocks - a near monopoly given Airbus's recent performance

-
ETN
Eaton Cp - $63.19
- -0.02%
- $63.03
Cramer "New Tech" pick.

-
CTAS
Cintas Corporatio - $27.96
- -0.46%
- $28.07
Another well-run small cap that should come back faster than the general market.

-
GAS
Nicor Inc - $38.57
- -0.77%
- $38.80
Great small cap utility value with great dividend.
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A. part of the circle of friends.
FFH
A. The only one I own : SLX,
too hard pick a winner out all of them
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