These stocks are producers, have cash and are trading at a fraction of net asset value.
I started the model portfolio on October 10, 2008. The component stocks may vary from time to time. Generally, no more than $2k is allocated for a specific stock pick. i.e. no more than 5000 shares for a stock trading for less than $.40, no more than 100 shares for a stock trading over $20. The following are snapshots in time, the quotations are not live.
For example, on Nov 28, 2008 the "Cash Rich" portfolio is down 10%, but gained 11% from the prior week.http://megamata.com/mike/html/CashRich20081128.htm
Nov 21, 2008 looks like this, down 21% since 10/10/2008, but up 13.5% for the day!http://megamata.com/mike/html/CashRich20081121.htm