The portfolio remains 96% invested in equities. Recent additions, KMR and ECA, are up 10 and 13 percent respectively.
Tuesday, July 3, 2012
Risk On!
It's beginning to appear that this correction bottomed about two weeks ago when Goldman Sachs recommended shorting the S&P 500. I love it when the smart guys are caught leaning the wrong way. I hope it doesn't happen to me.
The portfolio remains 96% invested in equities. Recent additions, KMR and ECA, are up 10 and 13 percent respectively.
The portfolio remains 96% invested in equities. Recent additions, KMR and ECA, are up 10 and 13 percent respectively.
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