This is the ongoing list of my top holdings.
For the first list by ticker see my May List.
Top Ten Listed/Tradeable Holdings as of June month end (prices as of July 3, 2007):
Ishares Inflation Protected Treasuries ETF (TIP – $98.51)
Chevron Corp (CVX – $86.44)
Berkshire Hathaway (BRK/A – $110,000)
Conoco Philips (COP – $80.45)
B P Prudhoe Bay Oil RoyaltyTrust (BPT – $74.09)
Pfizer Inc (PFE – $25.82)
Usiminas S.A. Brazil ADR (USNZY – $58.75)
Amgen Inc (AMGN – $58.75)
Anglo America PLC UK ADR (AAUK – $55.13)
Vanguard Pacific ETF (VPL – $71.86)
Explanation:
I do not include bonds (US or otherwise) or the shares of any former employer in my listing of positions. Some positions are hedged as part of a more complex options/futures trade. When that is the case, I will include that information relating to the other securities.
My top ten positions may include both short-term speculations and long-term holds. I do not recommend this as a portfolio someone else should hold. Some of these positions exist in my portfolio for either diversification reasons or because potential capital gains obligations mean that, even though I might not buy them right now. Paying the capital gain tax does not make them worth selling.