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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (38315)	6/18/2010 4:35:35 PM
From: Grantcw	of 78731

I'll bite, Madharry. :) To Paul's point, I do think that I generally look back and think I should sell when I'm really proud of how well I've done in a year, but I think that probably came for you and I a couple of months ago when I was up more than 20%. At this point I'm up about 7%, which I'm satisfied with in general, but I don't think I'm proud enough for it to be a sell signal. :) That being said, I've gotten there primarily by having a large percentage of the portfolio I track in a gold miner mutual fund for the past two months. A lot of value picks have gotten really hit, which has brought me back to earth. Thanks, cw

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