Current Holdings Starting September 2008

It's been a while since I posted. I was in Africa for a few weeks in August and I've been slowly coming back to the real world. We work in some really poor communities there and it is always hard to come back to the "ME" place when you've seen such spirtual wealth in the face of such extreme poverty. I know which one I would rather have and it doesn't have anything to do with this account. Overall I'm only down 6.5% for the year. I think it's been a hard year for everyone in the investment community and I'm pretty happy with that at this point. I think it's all going to come back by the end of the year. Especially after we get this election over with.

That said I've really ignored my account and have not looked at it in over a month. I knew it would be down some, but thought it would be worse. I mostly have not changed it because I don't think anything has fundamentally changed with my holdings. I know FNM and FMC crashed, but it doesn't seem smart to sell them at this point. If they go to zero it's not much farther than they are now so I'll just continue to hold them and make me look bad.

I was looking at SLV (Silver) this morning and see it is at a 1 year low. Glad I sold it, but since there is inflation in the air I'm thinking of buying some of that back for the same reason I made a killing on it last year. It seems odd, but it needs some more analysis.

Symbol	Paid	Cur	Acct Pct	Gain/Loss
ATVI	$13.44	33	31%	146%
TTWO	$16.18	23.52	17%	45%
DRIV	$47.72	44.27	10%	-7%
SNE	$43.88	37.45	8%	-15%
IBM	$117.07	116.2599	7%	-1%
CASH	$1.00	1	5%	0%
USG	$38.33	27.26	5%	-29%
AMD	$13.69	6.17	4%	-55%
EDD	$19.43	14.4	3%	-26%
STMP	$12.98	14.1675	3%	9%
EIX	$53.56	44.93	3%	-16%
FNM	$24.52	7.3	1%	-70%
TIVO	$5.89	8.87	1%	51%
FRE	$23.11	5.04	1%	-78%
JAVA	$17.27	8.905	0%	-48%