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UX Fund – portfolio update


As we close in on the final week before “launching” our UX Fund here is where our heads are at in terms of holdings:

1. Apple
2. EA (thanks Jeremy)
3. Google
4. Jet Blue
5. Nike
6. Progressive Insurance
7. RIM
8. Target
9. VW
10. ???

We’re still not sure what our last pick will be but we’re open to further suggestions.

With recently released estimate-beating earnings some of the stocks we’ll be buying will be close to 52 week highs. Regardless, we still think the theory stands.

Geoff Teehan More posts by Geoff Teehan