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June 19, 2008 – Comments (0) | RELATED TICKERS: RJA , CRYP.DL , S

Well, I've done pretty well here despite not taking time to delete companies/positions in a timely way.  Probably should have done a little better. 

For right now, in real life, am loading up on RJA as there will be a major food issues later this year with the China quake and U.S. floods.  Down to very few holdings, though am adding to S, EXAS & CRYP as they are well below the price risk thresholds, in other words, very little downside from here. 

I'm right there with RBC on a correction, however, I think the time, as mentioned six months ago, to start cherry picking has arrived.  Broad market investors won't make money, but if you want to build a 30 stock portfolio, you can get half way there right now. 

I wish there were a way to double down on positions in Caps as I'd be buying more of a lot of the companies I'm down on.  I'll be deleting some holdings this afternoon, and trying to stock bring holdings down to a more manageable 50-60.  Again, in real life I don't own that many, but I include my watch list here. 

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