Trade: Bought MedcoHealth Solutions
MHS is on a massive stock buyback spree signaling not only a financially strong company, but also a cheap stock. Just bought a half position at this point as typical for this portfolio size.
Note: This portfolio will be available soon at Covestor.com under Mark Holder. It will be the 2nd model I offer after the successful Opportunistic model that currently has 16 subscribers. This portfolio has consistently beat the SP500 by 6% since being tracked first by hand since the start of 2007 and then the last 27 months at Marketocracy.com. The important key to this portfolio is that it has a Beta of 1 and involves minimal trading. Otherwise, it has the same risk characteristics of the SP500, but much higher gains.