Fundamental Value Investing Message Board

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Strategies & Market Trends : Fundamental Value Investing

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To: bruwin who wrote (2357)	10/1/2012 2:13:12 PM
From: Sergio H	1 Recommendation of 4719

I think that we should go with TO's suggestion and use our earned dividend to add additional shares of our lowest two performers. How about if we do this every six months? And if we do, let's do the same thing for Buffett's portfolio. We'll take his dividend income and buy more shares of his two worst performers as well. At the nine month interval I think we should look at the reason why each stock was bought, have a discussion on each stock to analyze if the landscape has changed or remains the same. We can then determine if we want to sell a position or keep it. Buffett always has the ability to add or sell on his portfolio, but since we are only considering his top ten holdings, we need to sell our entire position if we decide to sell.

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