Again I notice I have the "bomb charm" (no picks in 90 days). [more]
I recently received the bomb (no new pics in 90 days) charm. My Caps portfolio mirrors my real portfolio and I haven't added any new stocks to my portfolio in the last 90 days. In the last 3 months I've added to existing positions in STP, MIDD, ISRG, HDB, SNS, HURC, and WEST(which isn't in my CAPS portfolio due to its <100M market cap even though it is one of my favorite stocks right now). These are generally my best ideas for new money right now (Feb '08).