CURRENT PORTFOLIO POSITIONS
I made a small addition to the portfolio this week. It constitutes less than 2% of the portfolio since there is a chance that I can wake up one day and the bid could be 80% below where it closed the previous day. The position is DPTRQ, a company currently in bankruptcy. The explanation behind the buy can be found below.
Otherwise, everything remains the same. The current portfolio has been working so well this year that I would be crazy to consider changing anything drastically until the market tells me to.
Long PRGS http://www.zenpenny.com/?p=3394
Long SPRT http://www.zenpenny.com/?p=3451
Long PTGI http://www.zenpenny.com/?p=3412
Long GSIG http://www.zenpenny.com/?p=3412
Long DPTRQ http://www.zenpenny.com/?p=3759