Reading a report "Five Key trends in Chinese economy: Merrill Lynch", about a month ago and a television commercial put my opportunistic mind in gear. I had been thinking about creating another BBO like basket. The BBO is a basket of stocks based on the industrialization of the emerging markets. It leverages the infrastructure boom as the emerging markets build railways, airports, highways, etc. Refer to link below for the current composition of the BBO. This trend is actually #2 on the Merrill Lynch list. I have investing in this theme for the last three years. Their #1 trend captured my attention:

Income growth has been accelerating slowly but steadily, providing solid support for retail sales growth in China. Consumer credit will become popular.

So far the group has treated me well. Hopefully it will continue. Here is the roster, purchase dates and returns as of 6/1:

4/26 Apple (AAPL) 18.5%

5/8 Master Card (MA) 10.7%

5/9 Research in Motion (RIMM) 8.3%

5/14 Nokia (NOK) 8.5%

5/21 Sony (SNE) -0.4%

Refer to this link for the current BBO roster

About the Author

Michael Dawson recently said goodbye to a 20 year career in Engineering, Marketing and Sales to focus on living his dream of financial independence as a full-time trader on his on account. He has also established a financial education company, The Time & Money Group, to encourage others to pursue financial freedom and is publisher of the company's blog "Breaking the Shackles of the 9 to 5." His mantra is "Why trade time for money ... when you can have both."

http://www.thetimeandmoneygroup.com/blog

Make sure to read one of Dawson's most popular articles: "Saying Good-Bye to the Time for Money Swap"