zenoofelia Portfolio 1

Updated:
10.31.07
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Description:

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.

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