I am still trying to get my portfolios entirely transferred from Fidelity, and I am on try #4 now. I think it will work.
Beyond that, I am registering in Texas, which is now my second state after Maryland. As for Maryland, when I registered, I goofed by not registering myself as a CFA Charterholder; now they are charging me for a series 65 exam. The CFA exams are much more robust than the series 65.
I have deleted my portfolio at Stockpickr.com. There is no long any public reference to what my portfolio is. Clients will know my portfolio, because they get a clone of it.
Here is my current Industry rotation model:
AAPL ABAX ABC ABT ACAT ACH AEIS AEP AES AFL AGN AKS ALEX ALL AMAT AMP AMX AMZN AON APA ART ATNI ATO ATYI AVX AWR AXP AZO BAC BAX BBBB BBBY BCR BDX BELFB BGCP BHI BIDU BIP BJ BK BMY BP BR BRS BTH BWS CAH CAT CBOU CHD CHL CHSI CIG CL CMI CNQ COST COV CPE CPSI CSCO CTSCVS CWT CYBX D DCX DEER DELL DF DFG DISH DLTR DLX DPL DS DTV DV DWSN DYN EBAY EFII EFX EMC ENR ENZN EPD ESRX ESY ETR EXC EXPE F FCS FCX FE FOX GASS GE GILD GLW GME GOOG GYMB HAE HAS HCC HES HIG HRB HRBN HRC HRLY HSV IART ICUI INTC INTU IOCC IPXL ISRG IVZ JBL JCP JEL JNJ JOF JOSB JOYG JPM JSAK KALU KCI KCP KEI KFT KMX KOC KRA KSI KSS LIFE LINTA LLL LNM LNT LO LSI LSTZA LTR LUK MA MANT MCA MCD MCO MDT MEA MENT MEOH MET MHP MHS MJN MMM MOT MOTR MRK MSFT MST MU MUR NEE NEM NIHD NOK NOV NRG NUAN NUS NUVA NVDA OCL OCR OFIX OMC OMI ORLY OTEX OXY OYOG PBY PC PDC PDCO PEG PFE PG PKX POR PPL PRU PVR PXP RCL RIG RIM RIO RLI RMD ROP ROSA ROST RSH SAFM SANM SHEN SIRO SKX SM SMG SOHU STE STJ SUN SUP SVA SYK SYMM SYNA T TC TER TEVA TGT THOR TJX TLAB TLK TM TNDM TONT TOW TRV TSN TTWO TUP TUZ TV TXN UGP UMC UN UNF UNH UNM UNP UNTD UPS USB VALE VAR VECO VOD VOLC VVC VZ WAG WBSN WCN WDG WEC WFC WFR WLK WMGI WMT WPI WPZ WRB WRC WST WTR WU WXS XOM YHOO YZC ZMH
That’s more tickers than usual, and more of a challenge now that I don’t have a Bloomberg Terminal, but I do not worry, because I have done without a Bloomberg Terminal for many years in my early days. I can draw upon other resources with ease.
And now, for the first quarter in some time, you won’t know what I buy; nonetheless, I hope you benefit from my general commentary.