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Today I removed most of my temporary index shorts when I started this competition that were bought just to get into compliance while trying to figure out what will play in this volitile market. With this cash I went shopping a littl emore diversified portfolio. Mainly I focused on the types of stocks that recover first in a recovery as well as looking for global exposure, mainly in materials and infrastructure while mixing in a little consumer staples. In general, I tried to stay with best of breed in each sector but had to make some compromises based on value. With that said, not all the companies I bought were well off thier lows but still looked like they had a continuing upbeat outlook. To this end, my shopping list consisted of: This is a basic rotation that has already worked well and I am hoping I will not be too late to the party. These stocks give me some good diversication, some growth and global exposure. I'll have to see how long these stocks hold out until the next sector rotation. (I do fear I was very late to the ag party but the prospects look so good I bought them anyway.) Let's see how this holds up. Good luck, | ||
