myfirstportfolio
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Created by mdas
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Date updated:07-07-2007
Portfolio themes: diversification and growth through balanced risk and allocation.
-
GS
Goldman Sachs Grp - $169.66
- +3.57%
- $165.47
Best of Breed, China, India play. Hedge fund play. World Infrastructure play. Barely investment bank play.
-
RIMM
Research In Motio - $57.89
- 0.00%
- $N/A
Smartphones with smart services. Commercial sector success may continue to give AAPL's (IPHONE al la CSCO) new category entrant competition. Goldman recommended.
-
CME
Cme Group Inc. - $328.23
- +1.73%
- $323.80
Ride a financial tiger. Best of breed and near monopoly after CBOT merger occurs.
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UNH
Unitedhealth Grou - $28.67
- -2.62%
- $29.44
Turnaround for 2007. Has to succeed or will become a deadbeat.
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NDAQ
The Nasdaq Omx Gr - $18.68
- -0.53%
- $18.87
Expect surprises in 2007. LSE is either an albatross or a ship to the future.
-
MO
Altria Group Inc - $18.81
- -1.00%
- $19.10
Bernanke's brand. Expect much from the Kraft spinoff.
-
VLO
Valero Energy Cp - $15.89
- -0.69%
- $16.05
Wait till summer's crunch starts. The refiner has an advantage as no new refineries have been built in the USA.
-
GROW
U.s. Global Inves - $12.86
- -1.61%
- $13.09
About to split and become a big success. Marketocracy recommendation.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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