Tuesday, March 5, 2013

I added to our Google and LinkedIN positions in the Core Equity folio

Google (GOOG) and LinkedIN (LNKD) are high conviction positions in GWM client accounts. Both now represent 25% positions each in the Core Equity folio. The Core Equity folio is now 85% invested and has 4 positions:

Celgene (CELG) 25%
Google (GOOG) 25%
LinkedIN 25%
Micheal Kors (KORS) 10%

Google Quote

LinkedIN Quote
Adding on a dip.


General Market Conditions

Bulls are pushing back

Investor's Business Daily
still has the market labeled as
"Market in Correction"

While we are not fully invested yet, our current folio holdings are out-performing the market quite handily.

This blog post does not constitute an offer of investment advice. This blog is only provided for educational purposes. Please read the Important Blog Disclosure posted in the right channel bar.

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