My Investments

I am long (currently own) the following securities*:

Apple, Caterpillar, Exxon Mobile, General Electric, Google (GOOGL and GOOG), Kinder Morgan (KMI), Medivation, Morgan Stanley, Oracle, Schlumberger, Verizon, Westport Innovations and Whole Foods.

These are the tickers of funds I own:

JGV (global basket of stocks), MDLOX (Blackrock Global Allocation Fund – A), NTG (master limited partnership – ie a gas pipeline), PPH (pharma), RSP (equal weight S&P 500 fund), SHSAX (Blackrock Health Sci Opp -A), XLF (U.S. financial companies), and XLK (U.S. technology companies).

last updated: February 24, 2015

* Note this is not an exhaustive list as I own stuff that I do not know how to concisely describe.