Posted by: jhamon | June 10, 2009

Current Portfolio Themes

I took a look at our current portfolio tonight and found it fascinating.  The book is composed of 69 long and 11 short positions.  I’ll post all the long names below (without position sizes as we are NOT providing investment advice), but a cursory glance reveals that:

  • Our longs are arguably 50% tech/tech-related names (depending on how you classify them) including some old chestnuts the floored me – DELL, ELNK, EMC, INTC and MSFT.  Semiconductors and network technologies are well represented.
  • There’s a surprising number of retailers and restaurants – ANF, ARO, CKR, COH, FOSL, NDN, OMX, PETM, SBUX, SWY, URBN, ZUMZ.
  • A few oil and gas and materials names appear.

Interesting to see what you find when you select top fundamentals and trade the trend.  Anyway, the complete list of longs: 

  1. AUO
  2. AAI
  3. ABB
  4. ALGN
  5. ALKS
  6. ALTR
  7. ANF
  8. APKT
  9. ARO
  10. BBND
  11. BJS
  12. BTU
  13. CAM
  14. CHU
  15. CKR
  16. CMC
  17. CMS
  18. COGT
  19. COH
  20. CRM
  21. CTSH
  22. DDE
  23. DELL
  24. DROOY
  25. ELNK
  26. EMC
  27. ENG
  28. FOSL
  29. GRMN
  30. HAL
  31. HI
  32. HSY
  33. HTLD
  34. HXL
  35. IMO
  36. INFY
  37. INTC
  38. MCRL
  39. MFA
  40. MO
  41. MSFT
  42. NDN
  43. OMX
  44. PAYX
  45. PETM
  46. PGH
  47. PKG
  48. PTEN
  49. PTNR
  50. SBUX
  51. SLE
  52. SONE
  53. STAR
  54. SWKS
  55. SWY
  56. TDC
  57. TIBX
  58. TIN
  59. TIVO
  60. TLAB
  61. TSM
  62. TTWO
  63. URBN
  64. VALE
  65. WDC
  66. WFR
  67. X
  68. XLNX
  69. ZUMZ

Again, this is not trading advice.  Just a snapshot in time for curiosity’s sake.

Advertisements

Responses

  1. […] June 13, 2009 Why Is Tech Up? Posted by jhamon under Markets, Technology, Trading No Comments  insidebayarea.com observes that tech companies are cutting jobs in the Bay Area, with nearly 2,000 lost year to date in 2009.  Interesting then that tech stocks are so apparent in our current portfolio (see Current Portfoli0 Themes).  […]


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

Categories

%d bloggers like this: