Portfolio Shuffling: June 2nd, 2010

June 2, 2010 – 5:13 pm

I 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

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