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

To: bruwin who wrote (22830)	12/23/2005 11:22:36 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78717

Bruwin, looks like you have done well - HANS (which i didn't like either) has had an amazing performance. of course i bought some TWIN but I have sold it since (too early). If your portfolio is riding on only a handful stocks, the risk that you are incurring is pretty high. I am not extremely diversified as Paul but i do run 3 different portfolio's with different holdings (although is are some overlap) and running 3 different investment approaches (or variations of the same approach).