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Strategies & Market Trends : Fundamental Value Investing

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To: bruwin who wrote (1688)1/10/2012 6:32:33 AM
From: bruwin  Read Replies (2) of 4719
 
After exactly 3 calender months (according to his original target), the 10 stock portfolio, initially put together by Sergio H, has shown an overall gain of 15.64%.
Not bad, I would have thought, in current market conditions.

CAT eventually came out tops with a gain of 28.6%, closely followed by DIS (Disney) at 25.4%.

Only one stock showed a loss over the period, and that was AA (Alcoa). If my memory serves me correctly, when the portfolio was first presented at "Value Investing", Clownbuck chose AA as his choice for the better performer. If you read this post, Clownbuck, are there any comments you'd make regarding AA's performance in the last 3 months, .... and possibly going forward ?

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