Sunday, July 21, 2013

Quick Update on Discretionary Portfolio

I just noticed that I have been omitting two holdings from my discretionary portfolio, my two positions in the TARP warrants of BAC and HIG.  All I can say is that I wish I had bought more. "Please Sir, Can I have some more?"

Stock Gain Cost Price
GNW 85.4%           7.10         13.17
GTAT 46.3%           3.39           4.96
ACAS 4.0%         12.75         13.26
KLIC -0.2%         11.15         11.13
BAC-WTA 25.8%           5.10           6.41
HIG-WT 18.4%         19.21         22.75
Grand Total 39.2%

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