Jan's Review :-
Our Special Situation Porfolio is changing investment style in 2010. We're slightly conservative, less aggressive due to overoptismism from traders. We're selling stocks slowly based on valuation. Those stock selling at higher P/E, we will consider to sell within 6 months.
"Holding cash for tomorrow's opportunities" - Eclectic Investor
Risk: Double Dip recession risk is possible. Our special Situtation porfolio DUNNO how to time market, but we're looking for cheap stocks if double dip recession happen within 1 year time.
New Strategy : Securities Lending is added in our porfolio to increase fixed income.