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Subject:  Re: Am I diversified(yeah I know a cramer questi Date:  11/13/2012  5:39 PM
Author:  KG57 Number:  259625 of 264956

At the beginning of the year a co-worker and I decided we could do as
well as the Mutual funds offered in our 401. We moved our 401s into a self
directed, my current selection is DHI, HFC, HON, PAG and WPRT. HFC has
50% of my investment and the balance evenly split between the others.
The only recent changes was I sold PAG at 29 to buy Westport then sold
TOT today to rebuy PAG, The 2 I'm unsettled with are DHI and HON,
but I welcome any and all constructive suggestions. Thanks KG
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