Date updated:01-08-2008
Diversified with increasing international exposure; great upside and downside protection; generated 10% return in 6 months. The main thesis behind this portfolio is that in the long term, companies that are well integrated into the global economy will outperform more domestic issues. The stocks reflected here are mostly core holdings. Approximately, 20% of the portfolio (not shown here) is reserved for short term trades.

-
AZ
Az - $0.00
- N/A
- $N/A
No Analysis added

-
BAY
1.68 - $79.44
- 0.00
- $79.44
No Analysis added

-
CVS
Cvs Caremark Cp - $31.64
- +1.80%
- $31.14
No Analysis added

-
HCN
Health Care Reit - $43.84
- +0.18%
- $43.62
No Analysis added

-
LTR
Ltr - $0.00
- N/A
- $N/A
No Analysis added

-
GILD
Gilead Sciences - $46.39
- -0.28%
- $46.27
No Analysis added

-
HON
Honeywell Intl In - $38.04
- -0.55%
- $38.01
No Analysis added

-
UTX
United Tech - $67.97
- -0.06%
- $67.73
No Analysis added
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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).
A. The only one I own : SLX,
too hard pick a winner out all of them
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