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

To: Marc Hyman who wrote (22849)	12/26/2005 3:10:01 PM
From: bruwin	Respond to of 78748

Thanx for your reply Marc. I don’t think I could add much more to this reply, over and above what I said in my comments to Spekulatius in 22853. I suppose there’s always the risk of one of those events occurring. However, another question to possibly consider is, "does my investment strategy generally ensure that the overall majority of the 20 or 30 companies in my Portfolio will provide above average returns for their shareholders ?" If this is not the case, then one’s investment losses, or below average returns, are likely to occur more often than the type of business setbacks you mentioned. If we exclude the highest earner of the 6 companies in 22847 because all the management were wiped out in an aircraft accident as you suggested, viz. TWIN at 111%, we have (110%+23%+73%+3%+0%+52%)/6 = 43.5% in 6 months. Would you regard that as a particularly poor return on your investment in that time scale ?