1. Sharebuilder... added to GE and MMM in taxable joint account; sold & closed out position in CSQ on 6/2/08; also added to DIA, EEA, EWL and (continued) to ING in my Sharebuilder Roth.
2. USAA and Royce IRAs... added to TINCX and BJBHX; continued longterm DCA to RYFSX at Royce.
3. my Schwab 401k... resumed summer DCA (already programmed before this bust) for CIHDX, MAPIX and TGLDX; added to NOIEX; doubled my position in CHMP and, chewing my nails, bot DWT on the IPO @ 15 (now in the hole)... I am again reviewing my 401k to decide whether it is best to change its allocation/weighting to concentrate even more between domestic equity, international equity, bonds and precious metals. For my individual stocks and my CEFs, I have several GTC limit orders to sell and to buy... those for the sell are in profit positions (but dwindling fast). Those GTC otb orders would add to current positions.
4. Rick's 401k... I decided to switch seats from SAIPX to MPSIX Principal Midcap S&P400. SAIPX is great in that it barely moves in down markets --then again, it barely moves in UP markets. My conclusion?

I was better off creating my own fund-of-funds with an ultimate allocation goal of 25% each in cash, MPSIX, PEPSX and PIIIX.

First moved SAIPX to cash on 6/27. I decided to move to cash first because of MPSIX's much more volatile nature and then DCA in very slowly between now and the end of October. (In October, I will re-evaluate how the markets like the political and macroeconomic environment.) On 6/30/08 I then equal-balanced PEPSX, PIIIX and MPSIX. Rick's 401k is now currently 80% in cash. Prior to 6/27, he was still 60% in cash.

I had to force myself to post my HandsOn Tracking this month. The devastation to our portfolio is obvious... we are now in the hole. However, I do believe that NOW there are multiple firesale opportunities. You'd all best be shopping. I am!

Regards,
Susan