Portfolio Shuffling: June 2nd, 2010
June 2, 2010 – 5:13 pmI am approaching the market with extreme caution but I have shuffled up the portfolio a bit the past two month or so. It goes as follows:
-Increased position in PRGN for multiple portfolios
-Sold SWI in the 24s and rebought in the 18s.
-Increased position in AT&T
-Bought BP at $50 and again at $40.
-Sold complete AA position
-Long GOOG at $486
-Sold GLW
-Sold BRK.B
-Sold MO in all portfolios
-Sold DOW
-Sold remaining position in AAPL
-Sold complete JNJ position