This is the ongoing list of my top holdings.
See May 2007 List.
See June 2007 List.
Top Ten Listed/Tradable Holdings as of June month end (prices as of August 6, 2007):
1. Ishares Inflation Protected Treasuries ETF (TIP – $100.051)
2. Chevron Corp (CVX – $79.64)
3. Berkshire Hathaway (BRK/A – $111,000)
4. Conoco Philips (COP – $76.55)
5. B P Prudhoe Bay Oil RoyaltyTrust (BPT – $65.89)
6. Citigroup (C- $45.85) – new addition to top 10 list
7. Usiminas S.A. Brazil ADR (USNZY – $59.75)
8. Vanguard Pacific ETF (VPL – $68.86)
9. Amgen Inc (AMGN – $51.45)
10. 3M (MMM – $87.18) – new this month
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11. Intel (INTC – $24.04) (part of options cocktail mention and part outright position)
12. Bank Of America (BAC – $47.20)
Off the list since July:
Anglo America PLC UK ADR (AAUK – $27.23) – relative performance
Pfizer Inc (PFE – $23.82) – relative performance
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