New stocks I bought yesterday: HD and RVBD, Favorites still include AAPL. NKE, BHP, VWALX, AGNC and NLY. (See list on right.) Keep your stops tight. Mohammed El-Erian on CNBC this morning has three principles: 1. Prudence 2. Patience 3. Optionality. On asset allocation, he recommends 1. Be underweight equity. 2. Own selected commodities — […]