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?
No comments:
Post a Comment