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

To: Mark Marcellus who wrote (40641)12/15/2010 9:24:48 PM
From: Shane M  Read Replies (1) | Respond to of 78774
 
Mark, Thanks for the perspective on MF - I appreciate you sharing your thoughts on it.

Since you've been using it for a few years I have a quick question. Do you find there are periods in time when the companies on the list change alot, or do you tend to see the same names persist? I've only been working with this method intensively for the past 3-4 months and the list of cos seems pretty stable to me over the entire period. At first it was a new list for me to familiarize myself with, but now like with some other methods I find the same familiar cos hanging out with me each month.



To: Mark Marcellus who wrote (40641)12/15/2010 9:31:07 PM
From: Paul Senior  Read Replies (1) | Respond to of 78774
 
I wonder how you rebalance? You are holding each stock one year, is that correct? If you started all at once, then the year's holding would come up at the same time for each stock, and you'd rebalance all at the same time? So maybe you bought your stocks over several different months, so the rebalancing period comes up several times a year, and you are selling/buying a few stocks every month or every few months, is this correct?


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