PORTFOLIO UPDATE

Posted By admin on Aug 4, 2012 | 0 comments

During the trading day, I tweeted the following:

The research report on PXLW is available here.

PXLW and WMIH are the two largest positions in the portfolio. ATNY and SPNS round out the foursome.

I'm roughly 75% invested, with the remaining 25% in cash. I would like to find an area to allocate those funds to over the next several days. I will update via Twitter and on this forum once I do.