Email of the day (2)
Comment of the Day

April 01 2011

Commentary by David Fuller

Email of the day (2)

On finding my personal top-10 equity investments:
"Morning David, Having just joined Fullermoney would you tell me how I access what your top 10 long term investment portfolio is currently + current trading plays please."

David Fuller's view Sure, and welcome to Fullermoney:

For my personal top-10 long-term equity investments, click on the 'Search' link shown upper-left, fourth item down, then type in 'top-10', without the inverted commas, and click on the blue 'Search' tab. Scan through the entries and you should soon find the one you want.

If not for any reason, I last reviewed my personal top-10 on 8th February. I will review the list again before month end, as the share shown in 9th position was sold two days later, as mentioned at that time. Click on 10th February for the details, including three new postions purchased with the proceeds.


To find all of my trading transactions, just 'Search' under 'My personal', without the inverted comas. However that will not give you a summary, so here is a list of my current trading positions in descending order of size:

USD/JPY, meaning that I am long USD against JPY, currently in the June contract

Long gold, currently in the June contract

Short US 30-year T-bond futures, currently in the June contract

Short the S&P 500 Index, also June contract - this is a temporary hedge which I put on yesterday and today

Long platinum, currently in the July contract

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