Value Investing Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (19241)	5/27/2004 5:23:54 PM
From: sjemmeri	Read Replies (3) of 78576

A couple small moves for me also. I took a loss on CELL and a profit on half my SEMI shares. Also, doubled my MSFT position. Also, I wanted to get a sense from the thread what they feel should be done with the portfolios I'm tracking as we have 1 month left to the midpoint of the year. Should I just keep tracking them as-is? Offer the opportunity to make revisions to the portfolios? Or start fresh? I see the first choice as path of least resistance, second as useful but messy, and third as useful (could generate some new ideas) but misrepresentative of typical value holding period. PM me any thoughts. steve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next