I'm looking for some brutal honesty here, so fire away. I have two portfolios; one small spec portfolio and my larger IRA (rolled over from previous 401ks). I'm excluding my current 401k because obviously my investment options are limited to a handful of mutual funds. Some background information to help you evaluate my positions and strategy: I'm 27, single, no kids, a homeowner, income just south of $40k a year, total debt (minus house) of about $13k with a plan in place to pay it off in the next couple of years. If you need/want any additional information, just ask. Again, beat me up on individual securities, overall strategy, all will be helpful. Praise is also nice if I deserve it. My portfolios:
AKAM, AOB, GNBT, GTE, SLSZQ (bankrupt, just waiting for it to zero out), and WM.
IRA (total value just over $7k with just under 10% being cash, all positions are roughly equal value):
ATW, BBY, BKE, BNPQY, BRK.B, C, F-A, GOOG, KO, LINE, RRC, TNDM