Holiday Portfolio: Some Broken Eggs

Rotten Eggs!

That's not a bad way to describe the market-to-date in 2008. As we hit Easter weekend, concerns over liquidity, the economic outlook and, as a result, earnings performance in 2008 have most investors running for cover. If the fear over fundamentals wasn't enough to scare you out of the market, the volatility of this week probably was.

Thank goodness for a four-day week. However, that also means its time to take a look at the holiday portfolio, a group of five stocks that know all too well the meaning of volatility and the hostility of the market.

Before doing so, lets take a quick look at the rationale behind the holiday portfolio. ...