Date updated:10-31-2007
mix of aggressive growth stocks (lots of exposure to PRC, typically small positions in each); [some are so small or new that Stockpickr doesnt' recognize the symbol, like kndi and lwll and chbt]
energy/mining/gold, partly as an inflation hedge
infrastructure/engineering, with exposure to places rolling in oil $, like the Middle East;
some healthcare as a defensive position; and
security/defense stocks to protect against big mkt drop in the event of another terrorist attack on US soil, US/Iran conflict, whatever.

-
SA
Seabridge Gold In - $25.50
- -6.56%
- $25.01
my biggest position, in gold. this stock has been amazing over the past few years. I've been in and out from about $8, and it's now above $30 and climbing. SA has almost one ounce of gold in the ground for every outstanding common share, and their resource base is growing. and it's in safe places like Nevada, not the Congo or Uzbekistan.

-
BMY
Bristol-myers Squ - $25.38
- -1.05%
- $24.71
one of several defensive healthcare stocks, along with CAH

-
BVF
Biovail Corp - $14.14
- -1.39%
- $13.95
bought after crash--up 25% in a couple months since

-
ELRN
Elron Electronic - $7.19
- -2.84%
- $6.99
a tech venture fund, selling at far below its net asset value, which is probably understated.

-
CDS
N/a - $2.19
- 0.00
- $2.19
No Analysis added

-
CVX
Chevron Corp - $78.17
- -1.85%
- $77.63
along with MRO, my oil stocks

-
RIG
Transocean Ltd - $84.91
- -1.68%
- $84.00
along with HAL, JEC, ENG, DXPE, ACM my energy services/infrastructure/engineering stocks

-
HSR
Hsr - $0.00
- N/A
- $N/A
rocket growth PLUS a dividend. go figure.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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