Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: bruwin who wrote (1831)	7/12/2012 3:35:57 PM
From: Sergio H	Read Replies (1) \| Respond to of 4719

Hi Bruwin. I agree that we are running against Buffett's portfolio and therefore same starting point is fair. I suggest that we review or portfolio maybe every six months for deletions and replacements if necessary. Buffett is free to make changes at anytime he sees fit so I think we should go with the same premise. We should try to limit the changes to our portfolio to maximum one or two changes per six months. Buffett rarely sells a stock, but most people do. And as for the end of the portfolio, let's get started and see how we feel about it. Thanks Bruwin.