Friday, August 1, 2008

Portfolio Allocation - 7/31/08

Here is my month-end (7/31/08) portfolio allocation:

OPLK - 11.0% (calls)
FNSR - 9.5 (common 8.8, calls 0.7)
ALNY - 9.1
ALVR - 8.6 (calls)
ZILG - 8.3
BKHM - 6.9
DO - 6.2
RIG - 5.3 (calls)
TIE - 5.2 (calls)
NE - 5.0 (calls)
AVNX - 4.1
ESV - 3.8 (calls)
NBR - 3.5 (calls)
ISIS - 3.5 (calls)
NTRZ - 2.4
TPTX - 1.9
MMGW - 1.6
FMD - 1.3
ISPH - 1.1 (calls)
VION - 0.9
Cash - 0.9