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Strategies & Market Trends : Fundamental Value Investing

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From: bruwin	5/19/2013 3:12:57 AM
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The 17th. May 2013 has come and gone. That date marks the 9 month period of our “SI Top 10 Portfolio”. It currently stands at a Capital Gain of 11.25%. The S&P 500 ETF is at 19.15%, and the “SI – 8 Losers” is at 26.73%. Buffett’s Portfolio is at 17.19%. So that’s the current state of affairs. Apart from The Ox’s suggestion …. ”After that, we should look at the three "undecided" stocks JOY, CMI, PH.” ... in Message 28869958 .... we haven’t received any substantial comments with regard to removing any stocks from the Portfolio, so I guess things remain as they are unless anyone would like to comment on JOY, CMI or PH ? I noted that CL had a recent 2:1 split, so I’ve adjusted for that.

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