SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (14421)5/2/2002 10:00:14 AM
From: sjemmeri  Read Replies (1) of 78596
 
Thanks for the comments. My current portfolio breaks down into about 4 categories. The largest is a modified O'Shaugnessy screen (just sold SSPE on the buyout this morning). The other 3 are Burry picks (almost automatic buys for me as I've made money on almost all of his picks), cheap small biotechs (there are excellent threads on SI for these, I try to hold a basket of those with plenty of cash and wait for good news), and value picks from this thread (especially those that meet the >3 rule).

Note: I'm holding much less cash then a couple weeks ago. Also, I've got more money in my gov TSP retirement account than these portfolios. That money is >1/3 in a cash equivalent with the rest in S&P, small cap index, and international index funds.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News