Ebear

I've been playing at setting up a basis for my post ARU plays, in one of my portfolios.

Currently I have it invested as follows:

ACI Arc h Coal (U.S.) Coal
AMAT Allied Material (U.S.) Solar Energy
AMX America Movil SAG De ADS (Mexico/Brasil) Communications
APC Anadarko Petroleum (U.S.) Oil & Gas
ARU Aurelian Resources (Cdn) Gold
BAP Credicorp (Peru) Financials
CEDC Central European Distribution Corp (Russia) Beverages
CHL China Mobile (China) Communications
COP Connoco Phillips (U.S.) Oil & Gas
CPL CPFL Energia SA (Brazil) Utilities
CTCM CTC Media (Russia) Media
FMX Fomento Economico Mexicano SAB de CV (Mexico) Beverages
FSLR First Solar (U.S.) Solar Energy
GFA Gafisa S.A. (Brasil) Housing
HAL Halliburton (U.S.) Energy
MRK Merck & Co. (U.S.) Healthcare
NBR Nabor Ind (U.S.) Drilling
PBR Petroleo Brasileiro SA Petrobras (Brasil) Oil & Gas
PCU Southern Copper (Peru) Copper
POT Potash Corp of Sask (U.S.) Agriculture
PTR PetroChina (China) Oil & Gas
RIO Companhia Vale Rio Doce (Brasil) Mining
RTN Raytheon (U.S.) Defense
TXT Textron Inc. (U.S.) Defense
WBD Wimm Bill Dann Foods OJSC Sponsored ADR (Russia) Beverages
WY Weyerhauser (U.S.) Lumber
X United States Steel (U.S.) Steel
YUM Yum Brands (U.S.) Consumer

Comment away

It's not finished...a work in progress...

safeharbour