Friday, October 27, 2006

Adjusted portofolio

I haven't posted for a while. I need to get better at it since this is one place I keep my thought records. Since August, I have reduced my position in 3M(MMM) by half, and double on TD Ameritrade(AMTD). I haven't changed my view on both, just recent price movement made sense to reallocate capital. I am staying put with my two oil plays, SinoPEC(SNP) and TNP.

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