Vad's Best Ideas

Yesterday was a day one of the competition and after a brief 1 hour check up my negativity has passed ( I will stay away from US Financial Sector for a while though) and I went fully invested with 10 core positions.

Here is a quick introduction:
1. ATI
2. IBN
3. PEG
4. WFR
5. CEO
6. NVLS
7. NOV
8. LRCX
9. ASPV
10. PDE

Rationale on each to follow later tonight.

Allocation:
Information Technology 29.72%
Energy 29.71%
Financials 11.31%
Utilities 10.01%
Materials 9.95%
Health Care 9.30%

Comments: View Comments |  Tuesday July 31, 2007