July 2011 Portfolio

Here's a look at my holdings as of July 1.

The big change over last month was the sale of Timberland, which netted me 73% profit this year (and overall).
I added to my shares of Apple and Berkshire Hathaway, now my second- and fifth-largest holdings.


Breaking out the gain or loss for just 2010 gave me a different view of some of my stocks. I had not realized how far National Presto had pulled back. I'm going to give the company another look this week, with an eye on possibly adding to my holdings.

I might also consider an add to Ford, but it already makes up 14% of my holdings. Not sure if I want to five any one stock that large a piece of my portfolio.

Any thoughts?