These are my 5 holdings. I have dumped NLY Annaly Capital because I do not believe a rate cut is going to come soon. I also dropped Coke because I was looking with a little better growth.

UPDATED August 07:

I have dropped DEEP before it's earnings report on the belief that since Cal Div and Horizon missed earnings estimates they would also. Fortunately I was right and ended up saving a lot of my money. I also sold AMX. I made a decent profit off of this one and will consider buying it back when the situation here turns around. I just think Latin America is too sensative to the credit situation here and takes a beating on every bit of bad news.

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