Current Portfolio


Portfolio Comments:

Big caps struggled on Friday and the S&P 500 is still battling resistance near the 1,110 area. However, I'm encouraged by the strength in the small caps, semiconductors and transports.

Our portfolio definitely saw the gap between winners and losers widen. We've been concerned about the coal stocks and they've only gotten weaker. Meanwhile we had a handful of stocks hit new relative highs. Stocks like RAI and PEP are on track to hit our targets in the next few weeks at their current pace.

Disclaimer: At any given time the author may have positions in any or all of any companies mentioned in the Leaps Newsletter.

--Position Summary Table--
Table lists Directional CALL or PUT/LEAPS only.
Insurance puts, if applicable, are not shown.

Red symbol/name represents a dropped play this week.



Jim's portfolio and updates has been included in the normal play updates section.