This post is probably more for my own recordkeeping purposes, but some of you might find it interesting to see the current (long-term) portfolio and how it changes the next time I mark a day as a checkpoint.
January 6, 2006 - Market Close
Long-Term Portfolio (listed in order of position size)
1) Altria Group - MO - 20.3%
2) Harrah's Entertainment - HET - 10.7%
3) Student Loan Corp. - STU - 8.8%
4) General Electric - GE - 7.3%
5) Constellation Brands - STZ - 6.5%
6) Eastman Kodak - EK - 4.9%
7) American Eagle Outfitters - AEOS - 4.8%
8) International Gaming Technology - IGT - 4.6%
9) Capital One Financial - COF - 4.0%
10) Amgen - AMGN - 3.9%
11) Linear Technology - LLTC - 3.8%
12) North Fork Bancorp - NFB - 3.3%
13) First Marblehead Corp. - FMD - 3.1%
14) St. Jude Medical - STJ - 2.6%
15) Dow Chemical - DOW - 2.2%
16) Juniper Networks - JNPR - 2.2%
17) Sun Bancorp - SNBC - 2.0%
18) Equity Office Properties - EOP - 1.8%
19) Finish Line - FINL - 1.7%
20) Khongzhong Corp. - KONG - 1.5%
* Percentages do not reflect any cash held in the Portfolio
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