让我们用个股捂上大盘的眼睛 picks

VNO, JNJ, COST, MSFT, INTC, JPM, KO,MON,PH,LDK,
(around 40%)

watch list:
bax, hed, plcn, amzn, pot, cf,

(50% cash)

pick, pick, picks....

where is the trend ?
no matter what, we keep at least 50% cash in hand before the end of this March.

---- 01.12.2009

调正stock position ---> less than 30% today.

loss some money today. 但是有时候该来的总会来！

不由我们的意识为转移. cut loss for next run