Programmer's Investing Notebook

Being well diversified is the key to long-term investing. If you were not, you probably learned from the recent correction. I began moving towards big, dividend paying, safe companies for some time. As a result, my portfolio is in good shape after the correction. The fact is, though, the economy is slowing and might even go through a recession. It doesn’t mean that there are no good picks. Actually, the best time to buy is during market downturns.

Here are some of the stocks and ETF that I’m currently looking at. I think technology is a good place to be in the near future. There is decent growth and the stocks do not look overpriced. I am going to have to pick on technology oriented ETF and invest in it.

Software and Technology ETFs
Software ETF (SWH)
iShares S&P GSTI Software Index Fund (IGV)
PowerShares Dynamic Software ETF (PSJ)
Technology Select ETF (XLK)

Town Sports Intl (CLUB)
Strong membership growth; profits should follow.