Below is a list of my current holdings. For a summary of my strategy, click here. The current portfolio is a mix of low P/E stocks with strong balance sheets and one special situation spin-off, MSG Networks. I also own Pendrell (PCO), which I purchased below net current asset value. I also own a basket of country indexes with low Shiller PE ratios. Blog entries for each trade can be accessed here.
Below is the performance of my portfolio compared to what I could have made in a passive S&P 500 indexing approach.
Below is a list of all sold positions.