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Covestor has certified my performance since 6/1/07 though this portfolio has existed since 1/1/2006. Since leaving student life and becoming a member of the workforce, I've abandoned the trading strategy I was employing though 9/30/2008 and begun attempting to make better position my portfolio with more long term picks.
My goal with this portfolio is to have a semi-concentrated portfolio (~10 stocks) of well-researched, long term picks broadly diversified across industries. My strategy is probably best described as a growth at a reasonable cost with a focus on fundamental value. In addition, I combine a small amount of technical analysis when making exact buy and sell decisions.
As of February 25, 2011, the portfolio currently holds Apple (AAPL), Google (GOOG), VMWare (VMW), Linn Energy (LINE), Altria (MO), Johnson and Johnson (JNJ), McDonald's (MCD), Total (TOT), Nokia (NOK), Net1 Techonologies (UEPS), General Electric (GE), iShares Gold (IAU) and Boeing (BA) long. |
