Sunday, June 1, 2008

Current Holdings starting June 2008

SymbolPaidCurAcct PctGain/Loss
ATVI$13.44 $33.75 28%151%
TTWO$16.18 $27.07 17%67%
SNE$43.88 $50.39 9%15%
DRIV$47.72 $40.06 8%-16%
CASH$1.00 $1.00 7%0%
IBM$117.07 $129.43 6%11%
FNM$24.52 $27.02 4%10%
FRE$23.11 $25.42 4%10%
AMD$13.69 $6.88 4%-50%
USG$40.82 $34.05 3%-17%
EDD$19.79 $17.80 3%-10%
EIX$53.56 $53.23 3%-1%
STMP$12.98 $14.60 2%12%
TIVO$5.89 $8.41 1%43%
JAVA$17.27 $12.95 0%-25%


Big big month. The account is up 9.4% for the month and 10.3% for the year. Mostly this was a big jump in Activision. The Sony holdings are already starting to pay off and DRIV has finally started to make a big swing back up. I should have bought more DRIV at the bottom, but then again, I shouldn't have bought it so soon. Lesson learned, I don't buy DRIV until it has a big drop since it has done that for me twice in the past and this is the third round and I missed it by buying too early. I like the holdings. If ATVI goes up a little more I'll need to do some profit taking and take 5% back out of it.

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