03.01.06
What are you holding and why?
When I started this site, I never expected to receive comments to any of my blog entries. To say the least, I’ve been shocked by the many many quality comments the site has received. I believe that reader interactivity is crucial to any successful blog, and often times, the author of a comment may have more authority on the subject than the auther of the blog itself.
I’d like to invite everybody to show their cards. What are you currently invested in, and why? Below is the contents of my online portfolio. Overall I’ve been performing at a level that I am content with, and of course there have been some mistakes to learn from.
| Symbol |
Purchase Price |
Current Price |
Change |
| AMGN |
75.3 |
76.13 |
+1.1 % |
| CSCO |
17.78 |
21.0717 |
+18.56 % |
| HLIT |
5.2 |
5.84 |
+12.31 % |
| INTC |
25.56 |
20.863 |
-18.38 % |
| LFL |
31.69 |
40.68 |
+28.37 % |
| MU |
12.55 |
15.95 |
+27.09 % |
| OLED |
11.5 |
9.41 |
-18.17 % |
| PWER |
5.56 |
5.83 |
+4.86 % |
| QUIK |
3.35 |
5.04 |
+50.45 % |
| WMT |
49.2 |
45.19 |
-8.15 % |
| WMT |
43.76 |
45.19 |
+3.27 % |
So, what are you holding?
Right now I am holding JNJ and WMT. JNJ I bought at about 47 and I think it is going to be a 60 dollar stock by the end of the year once the botched merger deal is out of everyone’s mind. WMT I got in at 43, very good price, has been stagnant for 7 years despite huge company repurchases… has to go up sometime soon.
I’ve been looking at the fiber optic stocks again. Specifically FNSR and JDSU. They have been on a tear lately.
i really like your blog and the one at www.businesshackers.com