Thursday, May 6, 2010

Lightened up Turtle Portfolio holdings

Sold 2,000 shares Whitehorse @ 1.55;

500 shares Parkson @ 5.52.

With that, Turtle portfolio cash position should be in the region of 27-30%. Depending on how things develop, I might go 50% cash max.

Most are still hanging on the hope and wanting to take action after seeing quarter one 2010 results. Any disappointments or just on the dot will accelerate profit taking.

KLCI: 1331

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