Wednesday, March 29, 2006

Portfolio update

Countrywide reacted the way I had hoped following the Fed meeting - it fell like a rock. Don't know if the trend will continue for sure - but chart makes it look like it could trade downt 34 range no problem. At that point I would probably close out part of position following system rules - and maybe exit the whole thing. I am tempted to add more gold/silver exposure with any proceeds. Here is the portfolio/snapshot:

Regards,

BG

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