Yea as my largest position is EPD and a significant amount of LINE and due to appreciation a very noticeable amount of ARCC I have had some losers. Vanguard says 17.8% ytd and 22.0% for three years. The SP500 is what 16%? More normal to be expected results on a broadly diversified portfolio.
I did sell out of my domestic coal holdings with my apologies to fellow Americans working in coal. I sold my BTU as well. ACI hurt BTU not really.
Rails are very cheap and a covered call on domestic coal volumes.
FTR has been a nice surprise.
MSFT is very interesting.
Long investing is not a zero sum game RLP gasland, oil drum, starve people for ethanol corruption Opinions.
I want every American to do well which is why I am a BIG Romney supporter. I will do my duty even if the 'Press' says all is lost tomorrow. Joyfully too. Vote that is.