For what it’s worth, if I were to start a portfolio from
scratch today, to hold for the next quarter, this is what I would pick.
|
10%
|
GSOL
|
ADVERT
|
|
10%
|
JOY
|
COAL
|
|
10%
|
DV
|
EDUC
|
|
5%
|
APOL
|
EDUC
|
|
5%
|
EDU
|
EDUC
|
|
5%
|
STRA
|
EDUC
|
|
10%
|
AVX
|
ELECTRNX
|
|
5%
|
PLT
|
ELECTRNX
|
|
10%
|
KFY
|
HUMAN
|
|
5%
|
INT
|
OILGAS
|
|
10%
|
RGR
|
RECREATE
|
|
5%
|
RS
|
STEEL
|
|
5%
|
UVV
|
TOBACCO
|
|
5%
|
ZBRA
|
WIRELESS
|
The biggest takeaway here is that a full 25% of the
portfolio would be in education stocks.
These are severely depressed at the moment from normal valuations. They are also somewhat defensive, and have
been left behind in the recent stock surge.
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