Monday, March 28, 2011

The Market Correction Appears to be Over

 It appears the correction is over and any dips we get from here will likely be shallow. I am in the process of adding to our equity exposure.

Small cap stocks weathered the downturn best. Last week I began building an overweight position in IWM (small cap ETF). I have also re-established ETF positions in energy and industrials.

Market leaders are once again asserting themselves. I have initiated new positions in Acme Packet and Aruba networks among others.

No comments:

Post a Comment