Date updated:06-25-2009
These are my personal holdings for June 2009. In March 2009, I reduced my 35% cash position down to 10%. The bulk of the investments have been placed into the technology, financial and global infrastructure sectors.

-
AAPL
Apple Inc. - $201.46
- +3.66%
- $196.95
Strong Growth Stock with products that everyone loves. I added to my position near the recent low.

-
GE
Gen Electric Co - $15.85
- +3.39%
- $15.70
Flight to quality, global infrastructure play. I have tripled my holdings in this company as I believe the stock will recover nicely over the next 3 to 5 years.

-
CSCO
Cisco Systems - $23.99
- +0.71%
- $23.90
Strong bull market with earnings Increased my holdings of this stock in March.

-
FAN
First Trust Ise G - $16.05
- 0.00%
- $N/A
This is a mutual fund that invests in companies that support the wind power industry. Speculative, but with long term promise.

-
CAT
Caterpillar Inc - $60.00
- +4.17%
- $58.38
The ultimate beneficiary of global infrastructure improvement spending.

-
BA
Boeing Co - $51.35
- +3.36%
- $50.01
Another delay in the first test flight of the new dreamliner, but the company has 800 planes on back order. Once the plane is ready to ship, the stock should take off rapidly.

-
DIS
Walt Disney-disne - $29.00
- +1.54%
- $28.67
I like Disney. My children like Disney. Who doesn't like Disney? Does a recession stop people from spending money on their children?

-
MCD
Mcdonalds Cp - $62.64
- +1.49%
- $62.27
Great international growth story.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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