Well, tracking that Jan effect. My portfolio as posted on my website was more or less my second experiment with playing the Jan effect - just about every stock had the potential to bounce. And it is happening. I'm up 9.50% so far this month. Yeah, I know, Amazon.com has already nearly doubled again, and anyone in internet stocks would be doing better than me. But the Nasdaq is only up a little over 6%, and it's had a heck of a run since the year started. So with my diversified portfolio of relatively unknown, unheralded, huh-at-the-cocktail-party stocks, I feel that my gain so far is real, and that the Jan effect is in fact still working - so far. Just saying that yes the individual investor can still benefit from this oft-heralded, oft-disparaged phenomenon, and value investors are likely the ones most capable of taking advantage of it, IMO.
Good investing, Mike |