I have decided to post my holding for the first time. I'll try to track and update as I buy or sell my position. My current stock holding (small position) is:
- FLIR (Flir System) - Defense
- MCK (Mckesson Corp) - Drug Service
- URS (URS Corp) - Engineering Services
- ACL ( Alcon) - Drug / Healthcare
- MRK (Merck) - Drug /healthcare
- JNK - Junk Bond
- VMO - Muni Bond Closed End Fund (CEF)
- VGM - Muni Bond Closed End Fund (CEF)
- Cash -- Ton of them
updated on 10/20/2010
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