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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (26674)	4/26/2007 9:11:31 PM
From: Madharry	Read Replies (3) of 78519

OT I am re-reading " you can be a stock market genius" for the third time now, and he is basically saying that if you own about 8 stocks you will have have pretty much the same volatility as the market as a whole (-10% to +31%) 2 out of 3 years vs. (-8% to +28%) for 2 out of 3 years but presumably because they are your best ideas your average returns will be much better. Has anyone here actually tested this out? If not would you be interested in putting out your 8 best ideas, tracking them for the next 12 months or until you decide to close out the position and the comparing how those 8 stocks did to your portfolio as a whole? As an offshoot to this idea I am now considering as a strategy having 60% of my portfolio in 8 best ideas, 15% in spinoffs, 15% in real estate, and 10% in commodities or commdity type stocks. Any thoughts? Right now my best 8 ideas are: EDV.to CHK CNQ MFCAF SSALF(assuming either buyout is not approved or approved at higher price), PLG.to, Mog.to, SIL.

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