So I decided to start this blog because I wanted to track my ideas about the US markets and my picks through time publicly. All my trading ideas are controlled by the fact that I invest using a cash account, therefore settlement dates schedule my trading frequency.
My current positions (unrealized gain and (loss) by security):
Cash 28% of account
SPRINT NEXTEL CORP 25% of account +5.8%
W W GRAINGER INCORP 19% of account (1.24)
MOSAIC CO 11% of account (12.82)
DOW CHEMICAL CO 9% of account +26.32
VANG FTSE ALL WRLD EX US 8% of account +2.73%
Most Profitable Pick of 2010:
PRICELINE COM INC +60.28% (additional upside since sale +15%)
