SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 121.22+1.5%11:41 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Voltaire who wrote (81750)11/21/1998 11:14:00 PM
From: rudedog  Read Replies (1) of 176387
 
Voltaire -
A great post, I have tucked it away for future reference. I also like AOL although am not currently holding it. I am pretty much fully invested at the moment - unloaded 1/2 my SAP in mid-october and bought SCI - already a double. Thanks to a friendly tip from another poster on this thread, I unloaded the other half of SAP and bought into PSQL earlier this month, already up about 20% on that one. I'm not really holding anything I don't like, so I'll probably just ease into AOL over the next few months as odds and ends turn up for me financially.

I thought your statement about your investing philosophy was clear and remarkably straightforward, and my own experience bears out the merit of your arguments, although I could not have stated it as nicely. The mainstays of my portfolio are stocks I have held for many years (including 4 of your 7), and I have been 'bored' by a return of better than 100% overall annually for at least the last three years. Nothing fancy in my technique - just buy and hold, and don't play with more than 20% of my holdings. I only shift the 'keepers' very slowly, maybe an adjustment every 6 months, and that only a portion of any holding.

But why wouldn't someone somewhere do that for small investors - there must be lots of folks who would love to do better than the mutual funds? Surely there's an opportunity there.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News