Top Five

This page displays my top five largest exposures, what each position is, and why I risk each position. Mutual funds and cash positions are excluded.

For an entire portfolio view, please visit 4Q12.

Enter your comment here...

Fill in your details below or click an icon to log in:

Email (required) (Address never made public)

Name (required)

Website

You are commenting using your WordPress.com account. ( Log Out / Change )

You are commenting using your Twitter account. ( Log Out / Change )

You are commenting using your Facebook account. ( Log Out / Change )

Connecting to %s

%d bloggers like this:

Reasonably Thinking