G&K Thread Personal Portfolio Survey
It’s time for the Thread Portfolio Survey, or as UF likes to call it, the Parade of Portfolios. Prior Surveys can be found at:
November 1999: Message 12130960
April 2000:
Message 13530736
November 2000
Message 15002710
Rules for this month’s Survey are as follows:
1. We want full participation of all G&K hunters. Active and lurkers alike are encouraged to join in.
2. We’ll ask participants in this Survey to answer 3 questions.
3. The first question is, “What do you own?” List your aggregate portfolio holdings in percentages. If you have more than 1 portfolio, lump all portfolios together, and list individual equities (only) by their percentage weight amongst your holdings. Leave out mutual funds, etc. Only present 1 single portfolio for the Survey. This will simplify and standardize data enrollment. After all, we don’t want any pregnant chads subject to interpretation.
4. Do not give options, or mutual funds or other, with the exception of QQQ. Lump all non-equity holdings in the category as “cash”. We’ll consider these expendable, so that one’s portfolio will be strictly listed as equities and cash, only.
5. For the 2nd question, answer this, ”What is the single most important thing I’ve learned about stock investing the past 3 years”?
6. For the 3rd question, answer this, “Should you perceive the makings of another bubble, please describe your exit strategy as it currently exists?” For those of you, such as Tekboy who might have an entire laundry list, list just your single biggest boo boo!!!!!I I probably won’t be able to quantify the answers to this question in the Survey, but it might be instructive for all participants to hear what people think constitutes a mistake.
7. The Survey will run from December 8th, Monday, beginning at 10 AM, to December 14th, ending at Midnight Sunday evening.
See my next post for an example of how to cast your ballot, without chads.
Best to all,
Apollo |
