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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (31189)	6/16/2008 4:44:54 PM
From: Paul Senior	Read Replies (1) of 78813

It's the portfolio's return, not the individual stock's that is important to me, and therein is the difference in investing techniques (concentration vs. diversification). If somebody bought Mfcaf for $1 and now or earlier has/had a multibagger -- that's a great individual return and a good help to the portfolio. Somebody with a 20 stock portfolio... a good return on the portfolio. Somebody like me... it would've been a good positive although not a significant pop to the portfolio. Issue is, how confident can or should or will a person be about MFCAF to make it a substantial enough buy, whatever "substantial enough" means. It's a risk/reward thing as I see it. So if somebody has a significant portfolio increase because MFCAF is/was a substantial holding in their portfolio, from my perspective - from what little I saw about MFCAF - that reward had an associated risk. Although of course, if you bought or kept a big chunk of it, you might have a different viewpoint. Especially looking back now, since it has done so well.

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