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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Investor2 who wrote (12093)2/24/2000 10:48:00 AM
From: E_K_S   of 15132
 
Hi Investor2 - I am seeing the same thing in my portfolio. However, I hold specific stocks that I have researched and feel quite comfortable with their business going forward and the management. With that said, I have sold enough stock to return my original seed money. This is one approach that Cabot uses. He states; "..let your winners run...".

I generally try to hold 18 months or longer as long as the company story remains positive. I then sell 1/3 to invest in new companies starting the 18 month process over again. Another 1/3 is sold or hedged with 3-6 months call options if I feel the stock gets ahead of itself.

I have been investing using this approach for most of the 90's. Prior to that period (in the late 70's and 80's) I focused on diversified mutual funds.

Using this approach, you must be willing to ride the up's and downs and know your companies and industries they participate in.

EKS
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