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


To: Madharry who wrote (28432)10/7/2007 3:44:38 PM
From: Paul Senior  Read Replies (3) | Respond to of 78715
 
Madharry.

Regarding: "do you have significant programming skills?" :

I got old...I don't have any significant skills anymore. (Sigh)

-g-
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I just put the portfolios up on a list in Yahoo finance. Organized by categories such as aerospace, autos, health, oil, real estate, tech, below-cash, pennies, watch, and so on. Within categories, I vary. Some I arrange alphabetically; some I section (e.g. under "oil" I list stocks in sections: oil service, integrateds, refiners, Canadian); within some categories I just list them in order of dollar value in the portfolio or more commonly just add new buys at end of the category.

I try to get or keep as little written stuff from the companies as possible, i.e. I ask brokers to keep 10-k's, etc. to on-line distribution only. I clip/copy/file articles on investment gurus, value investing, value mutual funds. These are filed in notebooks and fill several bookshelves. I also copy/clip articles on particular stocks I have or might be interested in. I maintain a "premium plus" account here so I can go back to see what I've said and what others have said about stocks that interest me.

In my file cabinets stocks are first sectioned by brokerage account. Within each brokerage account, the stocks are arranged in hanging files alphabetically by stock symbol. (For stocks that I have at two or more brokers, I place the stock file under the broker where the position is largest.)

I occasionally add to my long-time accumulated collection of stock market books, esp. on value investing, psychology of investing, portfolio management (portfolio mgmt. written for public consumption--i.e not technical stuff with lots of equations, Sharp ratios, etc.)

That's about it.

What do you guys do?