My Investing Notebook :: Learning from the pros; making decisions on my own. ::

Little reshuffling

I think I’m going to do a little re-shuffling in my portfolio soon. (I will create a post of my current holdings soon).

Potential Sells

(AIG) has been dropping lately. I have to look at the Value Line report for it. I might sell it.

(XLI) has not moved much. I’m up only 2% on it. I might consider unloading it and use the money for something else.

Walgreen (WAG) is another stock I’m not sure about. It’s a stock that analysts love (it’s got the highest Value Line rating for safety and for timeliness). I’m up on it but I’m not too sure about the stock.

Potential Buys

I am bullish on the following countries: Brazil, Mexico, Canada, and Australia. Especially Brazil. Granted I don’t know much about these countries, except that they have been growing fast in the past several years. But they’re stable countries and I think it will diversify my portfolio even more.

Australia Index ( (EWA)). 1 year return: 15.83%; 5 year return: 148%.Brazil Index ( (EWZ)): 1 year: 70%; 5 years: 187%Canada Index ( (EWC)): 1 year: 33%; 5 years: 103%Mexico Index ( (EWW)): 1 year: 45%; 5 years: 194%

One other stock that I will buy is Du Pont (DD). Very stable stock and I think it’s got very good potential in the next several years.

One Response to “Little reshuffling”

  1. Laura says:

    Hey Stanley! Love your site! You seem to be picking alot of good stocks, I own some of them – AMGN WAG MDT….glad you’re following Value Line. Are you in an investment club by any chance? You look pretty young, I’m glad to see young people investing. I try to get these guys at work to do it, they are in mid-20′s, but they are only putting a little bit in their 401k’s. Anyways, thanks for another site to look at! I like it! And you’ve got good links too!

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