My Portfolio — Top Ten

By Travis Johnson, Stock Gumshoe, June 19, 2008

A few of you who are interested in the portfolio of stocks I currently own have asked me about which ones are my largest positions. I’m not going to try to keep a list up to date with the relative size of each position, and of course it fluctuates every day, but to give you some idea of where I have focused my money I’ll act a little bit like a mutual fund in how I disclose it — these are the top ten positions in my portfolio at the moment, more or less in order of position size. Altogether, these top ten positions (out of the 29 stocks I currently hold) make up something on the order of 65-70% of my individual stock portfolio. A couple months ago, Baidu and Intuitive Surgical would have also made this list, but those positions were closed before I launched the Irregulars site.

Top ten, from largest to smallest.

Seadrill

Google

ABB Grain

NagaCorp

Marvel

Vostok Nafta

Berkshire Hathaway

Winthrop Realty Trust

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Blackstone Group

CapitalSource

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