Thursday, April 10, 2008

Crazy Mkt.

Still holding DUG. Bought and sold additional shares around the core today as well, for 50 cent/share gains. Also bought a bunch of TSO at $27.45. Sold a third of that position at $27.95.
My current portfolio:

20% DUG
40% TSO
40% Cash

This is quite aggressive, especially given that this is truly dependent on oil. I think that if oil comes in TSO will move higher. Refiners are moving bigtime.

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