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Not a lot of time to currently add picks (work/Xmas/baby girl), but I'm adding these two ETFs based on recs from Harry Dent. Spain's demographics for the next 10-12 look solid for continued growth, and I like the basket of stocks in the networking sector.

 

My basic approach to CAPS is to try to be very selective to what I add, in an attempt to mirror this approach in the real world. I'd like to be ultra-concentrated like some of the masters, but that's far too risky for my level of expertise. However, I don't want to manage 50 stocks in my portfolio either.

 

I have no idea who has me as a favorite (save for my fellow alum), so if you do (or if you've read this far as a lurker) post a note and tell me how you're doing.

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