Placed the orders this morning. (<3 Interactive Brokers and $1 commissions.)

AAPL 14% (Huge margins, huge revenue growth, tons of cash.)
GOOG 22% ("Less than free” looks likely to crush most competitors.)
GTU 23% (US policymakers will continue printing money = gold higher.)
FCX 20% (The developing world will continue developing.)
IBB 22% (All those smart scientists will eventually do something cool.)

I’m often accused of being ADD in my fantasy baseball league, so we’ll see how long I can leave this alone. Ideally I wouldn’t touch this for at least a year or two.

1 Comment »

1. Posted by a finance guy

   March 27, 2012 @ 8:38 am

   [...] Here is the current portfolio, purchased in May 2011, originally posted here: [...]

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