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AMP Portfolio - Mid-Year Report

up 25% in the first six months of 2007 - more to come !

The concentration on resource stocks was certainly a winner for us all.
- look at the composition of the Top TSE Stocks - in this blog
Led by Thompson , Metals and Oilexco we have enjoyed a great ride and I believe that we will see an extension of that to the end of the year - see Firdays blog in the archives.
The seminar - and the material at the seminar, will detail the allocation to sectors and particular stock trades we made and are contemplating -- after all I have to provide some incentive for you to attend or purchase the seminar book.

AMP Five Major Positions as at June 30,2007
Thompson Creek
Oilexco
Western Financial Group
Breakwater Resources
Uranium Basket - producers -
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