So far things have gone pretty well in 2006 for the portfolio. Lately, tech seems to be king and I am starting to wonder if we are at a top in technology stocks (BRCM, MRVL, CIEN, JDSU, GOOG, AAPL...) & emerging markets (EEM, IFN, IIF, HDB, UBB, BBD...). The buying frenzy is getting ahead of itself. Maybe I am approaching things too cautiously because I did not follow the markets during the "bubble/boom 90's." Anyways, I will still continue to stay overweight stocks.
2006 YTD Return: 13.6% (Includes Dividends, Commissions, & Realized Net Loss from Option Trading) 2005 Annual Return: 10.5% (Includes Dividends, Commissions, & Realized Gains from Option Trading)
