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  • Friday, July 14, 2006

     

    Cramer Portfolio Update

    Year to date, Cramer's AAP portfolio is posting a -5.68% return.

    His top 5 positions are:

    SGP, IR, SHLD, ABB and FWLT.

    His 3 biggest winners are:

    SHLD +89%
    HAL +11%
    BUD -0.8%

    His 3 biggest losers are:

    AMTD -23%
    NTAP -21%
    QCOM -18%

    NOTE: Cramer is on vacation today.

    Comments:
    Of the top three holdings one is negative! Ouch. At that, BUD was purchased recently. Those trading restrictions are tearing him apart.
     
    Yep. Also, the fact he cannot short, which was always part of Cramers game, is killing him.
     
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