whoops, a second, then a third last posts.
Well, technically, I have til midnight Sunday
morning before I begin to earn my beers. <g>
I should say...I'm not throwing in the towel
after just a few bad days. I've set myself up
for an awfully difficult challenge; can a
two-stock portfolio boost returns (well sure,
concentrating is the only way to killer returns,
you just have to be right).
A diversified approach may be less risky, indeed
the combined talents of those contributing biotechs
for MiniB ought to turn up good stocks--this is
the strategy where you take skillful forecasters
and then find consensus. And that works a lot of
the time. But now and then, there is art, or a
gut feel to forecasting...the weather, or a stock
or whatever. On and on the blather--I'm starting
to bore even myself!
Probabably the sensible thing to do is give up
the comparison nonsense and feelings that I have
screwed up. So what! I had a chance to liquidate
my dpii and move into other ideas, but I wanted
to do this experiment. It'll take a couple years
to prove that I was truly wrong to focus and not
trade into new ideas. The active approach that our
biotech guru's take on is very good--very
rational. So what if choose not to be rational.
ha!
This little break is going to do me some good,
I'm acting about as nutsky as I did back when
I let the Ariad death spiral beat all over me.
Maybe I'll take two Doxepin tonight <g>! |
