I have not updated the 'Current Holdings' section of this blog for a long while because there was simply nothing to update! However, I recently reduced my equity holdings down to six positions, which is the least I've held in a long time.
You can find the list of the six companies, in order of position size in the 'Current Holdings' section of this blog. 2014 is off to a rough start and there is opportunity all around us. I plan on further funding my account to take advantage of the recent selling pressure.
So far, I have only added to my MasterCard (MA) and Starbucks (SBUX) positions on weakness.
Best of luck,
Phil
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