Thoughts
I started out in tech but have shifted about in sectors as opportunities have presented themselves. As of January 22, 2006 I am lightening up on energy, which has had a pretty good run, and building up a little more in basic heavy industry.
Well, I got almost completely out of energy and am now getting back in (April 15, 2006). My object now is to be half invested in energy by May 15, 2006, if buying opportunities present themselves. It would be great if the price of crude would drop to under $65 a barrel before then, so I could fill up my tank.
If not, I will just be content with what I have and the diversity of this portfolio.
![[marketocracy]](/images/mlogo_footer.gif){kind=small}