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

To: bruwin who wrote (1735)	4/11/2012 2:48:51 PM
From: bruwin	Read Replies (2) \| Respond to of 4720

Sergio H and Buffett Portfolio as of 5th. April, which is now 1 month older and has reached the half year stage. Sergio H's portfolio has not moved much in the last month, but Buffett's is up at 14.9% compared to 13.25% as reported last month. JPM has overtaken CAT at the top of Sergio H's 10 stock list, with AA and HPQ slightly in the red. In Buffett's Portfolio USG, GCI and IR remain as the top three and in that order. No stock is currently in the red. USG has really powered ahead in the last month from 117% to its current 148.4% !! I'd say that's really Good Going !! Seems to indicate positive sentiment in the building materials sector and hopefully also in the building and property market. If you held all 20 stocks in a Portfolio your capital gain for the 6 month period would be ..... ((101.69+68.49)/(427.13+461.23))x100 = 19.16%.