Google

I doubled my position in Google to 8.3% of my overall portfolio today. I think Google has about 30% downside risk from here, but I would assign low probability to that. It is much more likely that Google will be up 30% in the next 12 months and will at least double in the next 3 years.

Portfolio as of today

Today I bought Whole Foods just under $40 and doubled my position in Google at $461. CENTRAL GOLD TRUST
25.00	11-May-06	78.69	26	1,883.44$1,883.44	ISHARES COMEX GOLD TRUST
25.00	31-Oct-06	9.51	370	3,714.80$3,714.80	CENTRAL FUND OF CANADA LTD CL A
25.00	11-May-06	118.00	20	2,838.46$2,838.46	ISHARES SILVER TRUST
25.00	31-Jul-06	51.17	70	3,974.62$3,974.62	IPATH DJ AIGCITR ETN
12.00	12-Jan-06	27.00	190	5,305.01$5,305.01	POWERSHARES DB AGRIC
25.00	31-Jul-06	51.23	70	3,192.05$3,192.05	IPATH GSCI TRI ETN
25.00	31-Aug-06	27.39	36	2,110.04$2,110.04	DAWSON GEOPHYSICAL
25.00	4-May-06	8.70	115	1,802.18$1,802.18	ECHELON CORP
25.00	20-Jul-06	22.15	45	1,097.03$1,097.03	AQUA AMERICA INC
25.00	28-Aug-06	29.78	32	1,206.01$1,206.01	PENTAIR INC
25.00	29-Aug-06	15.66	60	1,618.32$1,618.32	FUEL TECH INC
25.00	31-Oct-06	28.66	70	2,400.22$2,400.22	MICROSOFT CP
25.00	16-Mar-07	89.60	25	2,961.51$2,961.51	APPLE INC
50.00	3-Nov-06	465.66	10	5,215.72$5,215.72	GOOGLE
9.95	22-Nov-06	28.40	80	2,578.89$2,578.89	YAHOO INC
25.00	8-Nov-06	39.45	45	3,139.63$3,139.63	AMAZON.COM INC
25.00	31-Aug-06	26.77	37	1,651.70$1,651.70	BLACKBOARD INC.
25.00	29-Aug-06	41.21	24	1,270.29$1,270.29	MONSTER WORLDWIDE
29.00	28-Sep-06	25.90	40	1,847.43$1,847.43	NINTENDO CO LTD ADR
25.00	16-May-07	39.43	115	5,053.72$5,053.72	WHOLE FOODS MARKT
25.00	29-Dec-05	15.43	70	3,379.78$3,379.78	GUANGSHEN RAIL CO LT
25.00	26-Oct-06	23.17	100	3,629.74$3,629.74	HOME INNS & HOTELS
25.00	8-Sep-06	21.47	46	2,385.98$2,385.98	NEW ORIENTAL EDUCATI
25.00	4-Jan-06	18.23	60	2,604.94$2,604.94	FOCUS MEDIA HOLDING
25.00	6-Jan-06	32.60	34	2,709.49$2,709.49	CTRIP.COM INTL LTD
25.00	6-Jan-06	16.90	60	1,238.90$1,238.90	51JOB, INC.
25.00	8-Sep-06	33.23	30	1,589.18$1,589.18	CHINA MOBILE LIMITED
25.00	23-Jan-06	4.17	250	2,036.14$2,036.14	ASIAINFO HLDGS INC
50.00	28-Mar-06	62.36	24	3,436.61$3,436.61	BAIDU.COM, INC.
25.00	8-Nov-06	15.54	110	3,235.20$3,235.20	SHANDA INTERACTIVE
25.00	2-May-06	4.66	215	2,016.83$2,016.83	CDC CORPORATION CL-A
50.00	18-Jul-06	19.69	100	2,682.85$2,682.85	CTC MEDIA, INC.
25.00	8-Sep-06	59.99	17	1,878.18$1,878.18	VIMPEL COMMUN
50.00	20-Sep-06	32.00	66	3,200.48$3,200.48	BANCO ITAU HLDG ADS
25.00	31-Aug-06	19.02	50	1,630.57$1,630.57	TELVISA S.A.