Big Big Trade

Monday, March 27, 2006

Money On the Table - My Portolio Summary 03/24

Stocks (Code) - % / Total
Empire East (ELI) - 15.9
Cebu Holdings (CHI) - 17.9
JG Summit (JGS) - 40.8
Republic Cement (RCM) -13.2
Kuok Philippine Prop. (KPP) - 6.8
OMICO (OM) - 5.3

Sold out my position in RLT; bought KPP.
Big movers - JGS and ELI.
Slowpokes - RCM. OM
Neutral - CHI

Overall, my portfolio is skewed towards the property sector.

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