Since Marketguru.com is no longer available, I will use this section of my blog to list my portfolio positions. Word of caution: use this portfolio, as well as any of my trades only as a rough guide of what I like at the moment and a starting point for your own research. I change my mind often and sometimes the positions listed here will be stale. ALWAYS do your own due diligence. You risk tolerance and investment experience should dictate what trades you may consider to follow in your real portfolios. Please feel free to leave your comments or ask questions.
Portfolio Tilt - Defensive
Open Positions:
Longs: AAPL, BAX, CEF, CELG, DNDN, DVN, FCX, GGN, GES, GDX, JPM, MOS, NKTR, REXX, SLB, TNA, WMT.
Shorts August Calls: AAPL, DNDN, FCX
Cash/Bonds 50-55%
Posts
MiB: Joe McLean, MAI Capital
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