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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (3655)3/26/1998 7:17:00 PM
From: Terry Maynard  Read Replies (1) of 78661
 
I agree, its hard to keep track when the number of stocks gets past 10 or so. And like you, I have had portfolios with a small number of stocks like MO that have done quite well because of strong moves by one of the stocks.

However, it works the same with a highly diversified portfolio too because upward moves from 25% of the portfolio can boost the performance significantly. Again, assuming investments in value stocks and waiting for full value.

And like you said - "Know thyself." I guess we should start there before even trying to put the other pieces in place.

Thanks for the comments. Is St. Joe a good value now?

Terry
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