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Strategies & Market Trends : Fundamental Value Investing
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To: bruwin who wrote (1834)7/12/2012 7:34:02 PM
From: Sergio H  Read Replies (1) of 4719
 
I agree with Ox on the later date and also his suggestion that we wait 9 months before making any change unless there is a buyout on one of our positions.

On the size of positions, we need to stick to equal allocation if we are going with Buffett's portfolio having equal allocation for each stock.
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