Jutia Portfolio
Although there have not been many momentum plays to promote, we have found success with Merck (MRK) and Denbury (DNR). Although this does not provide for maximum diversification it does enable the portfolio to have quality plays with reduced risk by placing 5% stop losses.
IP and LDG continue to hold and advance slowly. This is quite impressive due to the fact that the value of these companies held during the brief market pounding in late February.
As the market stabilizes and continues to build momentum I am hoping to see more plays come up on the radar screen. Stay tuned and keep sharp because you never know when I’ll come out with the next great investment idea!
Good Investing…






































