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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (43363)7/18/2011 12:18:28 AM
From: Paul Senior   of 78673
 
EKS, I'm in positive territory overall with my e&p baskets, I believe.

I can't pin down exactly how much. There've been gains and losses taken with my e&p's in both taxable and non taxable accounts -- I haven't looked at that breakdown.

In a Roth account I established somewhat over a year ago, I currently have six e&p stocks in the red. I have one in the green. That one I have a large position in, and the performance of it, as of today anyway, has exceeded my losses on the others. In my main taxable account in which I hold most of my foreign stocks (Canadian/Australian/British e&p's), I show I have 20 e&p stocks in the red, and 21 in green. (aside: That's some basket, eh. -g-) Looking roughly, it seems I'm overall a gainer with the e&p stocks that are in this account. I attribute this to a) a few e&p stocks doing very well -- especially a couple that I overweighted when I bought compared to others, b) some e&p stocks being held for several or many years and just bought at much lower prices than currently.
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