Well, Jay, you beat me.
If I recall correctly, you had a 28% total gain last year.
Mine was 25%.
Not complaining. Very happy with my performance.
This year will be full of peril and opportunity. A very interesting year.
I am confident that armed with gold, Yen, Swiss Fr., commodities, oilsands, US Treasuries, refiners, Canada and SONS, everything will be peachy.
That's how I am playing the market this year. Am positioned, locked, loaded, and do not intend to make major changes in portfolio unless QCOM tanks and presents an opportunity I cannot turn down.
What have I learned this year?
The value of patience and the confidence to trust my instincts.
These lessons were imparted by Intuitive Surgical [ISRG], which I bought in late December 2005 at 115 and change.
Message 21985621
If I had stuck to my guns as I should instead of selling early and had the patience the investment required, I would have had a very nice return as it sold for as much as 359 last year. |