Self review: It doesnt seem to have a theam or industry bias. I will have to refine it to have more focus.
Senarios to work on
If market turns around, where to invest. As of now Nasdaq.
Which areas in Nasdaq. SEMI, Software, Wireless, Inernet??? To decide
What about International (China, Brazil, Russia, India) May be Brazil for now. China need a closer look . I need to compile a go to list for china. As of now only MR.
What about Agriculture