Portfolio | Allocation | P/L

$GS | 13% | 6.3%
$JPM | 9% | 3.3%
$NKE | 9% | 0.6%
$BMY | 8.6% | (3.6%)
$JD | 7.4% | 1.7%&gt; hoping this will pan out
$FRC | 6.4% | 1.7% &gt; Student Loans are owned by them, figured I'd buy shares
$XLF | 3.6% | 4.5% 

P/L=2.1%

Will post $UNH $DAL 07/15