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.
Comments
· February 20, 2007 ·
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Vanguard mutual funds that look good to me
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!