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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: - with a K who wrote (18482)	1/18/2004 11:00:08 PM
From: sjemmeri	Read Replies (1) \| Respond to of 78490

Here's the 'double' portfolio with KTEC added: siliconinvestor.com I'm hoping to hear more opinions on the issue of whether the portfolios should be left alone or whether modifications should be made. I'm open to making changes as long as they are not frequent as I'm sure none of us is interested in turning them into a trading game. However, if someone feels a safe stock is no longer so (either because the valuation is too rich or the fundamentals have changed) or that a 'doubler' has gone as far as possible and they have a new candidate or someone new wants to add their best pick, such changes would be reasonable. It depends on whether we'd rather have a portfolio with a definite start and end dates whose performance we'd like to track and compare to indices or a living representation of our individual best ideas (which obviously change over time). Any opinions? steve