Items Tagged With Neubert Top Holdings History

How the Lehman Collapse Made Me Thankful - Part 2
Written By: David Neubert
2008-09-19 17:24:02
This is a reposting of an article from earlier today including a tragedy that gave me true perspective (the humble perspective is at the end):

Jeane Roberts writes a frustrating account of the fall of AIG and points out the amount of public money going the rescue of various financial institutions (except Lehman Brothers).

Personally, and for my net worth, I'm disappointed that Lehman (LEH, LEHPQ - $0.30) didn't get rescued. As an ex-employee and shareholder I would have liked some of the public money Ms. Roberts mentions being thrown around for Lehman. It was the last place I worked and hit me hard. But that is selfish (like most finance people rescued care of the public coffers).

Is the Neubert Portfolio Socially Responsible?
Written By: David Neubert
2008-04-09 08:42:50

Photo:Miguel A. Lopes, Creative Commons, Flickr
Felix from New York asks in a comment about my March 2008 top holdings, "What a lot of oil! Is this list in any way shape or form socially responsible?"

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Neubert Top 15 Positions for February Month End 2008
Written By: David Neubert
2008-02-29 08:05:30

Photo:Buttersweet, Creative Commons, Flickr
Top Fifteen Listed/Tradeable Holdings as of February 2008 month end. Prices as of February 29, 2008.

I've done a lot of trading this November. I haven't been disclosing all of my trades but hopefully some of the changes in my top holdings will give you an idea.

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Neubert Top 15 Positions for March Month End 2008
Written By: David Neubert
2008-04-06 18:34:06
This month's top 15 is full of financials and oil. I like to bottom fish, and this month it finally worked. My exposure to big bad oil is starting worry my wallet and my heart.

1. Lehman Brothers (LEH - $44.05): Now that more than three years have passed since I left Lehman Brothers I feel it is appropriate to disclose my position in the investment bank. I have to admit that this has not been a great quarter to own any investment bank, but I have a lot of confidence in Lehman management and think that they understand the risks inherent in liquidity that funding an investment bank requires. In other words, they are no Bear Stearns.

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Neubert Top Fifteen Positions for End of September 2007
Written By: David Neubert
2007-09-30 21:49:42
Top 15

Photo:actualmatthew, Creative Commons, Flickr
This is the ongoing list of my top holdings. Due to popular demand, the list has been expanded.

Top Fifteen Listed/Tradable Holdings as of June month end (prices as of August 6, 2007):

1. Ishares Inflation Protected Treasuries ETF (TIP - $102.03)
2. Chevron Corp (CVX - $93.58)
3. Berkshire Hathaway (BRK/A - $118,510)
4. Conoco Philips (COP - $87.77)
5. B P Prudhoe Bay Oil RoyaltyTrust (BPT - $75.11)
6. Usiminas S.A. Brazil ADR (USNZY - $70.70)
7. Citigroup (C- $46.67)
8. Freeport Mcmoran Copper & Gold (FCX - $104.89)
9. Vanguard Pacific ETF (VPL - $72.84)
10. 3M (MMM - $87.18)
11. Anglo America PLC UK ADR (AAUKD - $33,45)
12. Chubb Corp (CB - $53.64) - new addition.
13. Bank Of America (BAC - $50.27)
14. General Electric (GE - $41.40)
15. Pfizer Inc (PFE - $23.82)

Off the top ten list since end of July:

Intel (INTC - $24.04) (part of options cocktail mention and part outright position) sold unhedged position

Amgen Inc (AMGN - $56.57) - sold 1/4 of position.

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