Berney & Porc,
Ok Now I'm getting caught up! I had these questions from all the previous information ya'll have sent me. I do read it.(Understand is a big??)
I think what I'm trying to ask is:
In developing a value investing plan, as you pointed out with your portfolio having several brokerage firms in it. One could use the model you used initially, to select these companies, in conjunction with the current social/political tones of the day or moment.
Are these variables built in or if you could add them, would they help add to the accuracy of your value investing ability?
It may not be possible or of value, to find a way to do this, it just seems to me if a person could. You would be several steps ahead of everyone else. Better Value Investment choices through quantifying social/political tides, along with, what you are already using. Just a question.
Porc, My thought is: If this can be quantified. Would it allow you to see the shift in the tide to a down trend, far enough in advance, to adjust before, you would have to make a mad scramble to adjust your portfolio?
Ya'll! I could be trying to mix apples and oranges here to create a peach. I'm not sure. It may not be possible.
Hope ya don't mind the questions and I really hope I'm not totally off base. Just tryin' to learn.
Thanks for the help,
Jay
PS. Berney, Your point with Depression Children, Living Trusts, etc...
These are the kinds of socio/political things I'm talking about
that, shift over time, but have an impact on what is considered a
Value Investment. |
