Probably the the wrong thread to discuss this, but since I'm more off topic than on these days, I'll forge ahead.
I have a large portion (53%) of my portfolio in Microsoft, and I consider MSFT and INTC as two sides of the same (manufacturing) coin. I view DELL as a SALES organization; hence, somewhat different. For tax reasons, I cannot trade my core positions. For living expenses, I need to trade SOMETHING, and I'm best off trading in something I'm comfortable with: DELL.
I used to trade INTC. I found the market presents this stock at bargain basement prices from time to time. At other times the market shows a willingness to acquire this stock at prices too compelling to overlook. Fundamentally, this is a sound company and a sound investment.
When working with limited resources, one must deploy them the best way they know how. I can't be invested in everything I like at all times I like: I must pick and choose. Sometimes, I select wisely, other times I don't. By the appearance of your chart, I could've done better.
I was attempting to share the thinking behind my decisions; not the decisions themselves. I didn't want or expect my investing strategy to be followed, but I'd hoped readers would see that making one's own decisions and eventually profiting by them would not only lead to a winning, profitable portfolio, but also to some satisfaction in knowing their success was achieved with their own effort. To many, this reward is more important than the dollars.
Cheers, PW.
P.S. I threw in the DELL vs. INTC thing into my post because, although I agreed with the views I was responding to, the match wasn't EXACT, and I didn't want anyone mislead, so I added the 'stray' information. Sorry for any confusion I caused. |
