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

To: Sergio H who wrote (1913)	7/16/2012 2:19:08 PM
From: bruwin	Read Replies (2) \| Respond to of 4719

Speaking for myself, Sergio H, I see no problem in the Buffett Portfolio consisting of his 10 largest holdings. Maybe, after the 9 month period, when we are only allowed to add 2 stocks to the SI Portfolio in the following 12 month period, we should also only be able to replace the 2 worst performing stocks from the Buffett Portfolio with 2 better performing stocks from the balance of his holdings. But having said that, I also wouldn’t have a problem with your suggestion of replacing the existing Buffett top 10 with the new top 10. With regard to my previous post, #1912, I wouldn’t want it to sound like too much of a “sweeping statement”. There’s no doubt that if, or when, Buffett makes a move about a stock, then his action can affect its current price. But that may just be a short term reaction if the ongoing performance of that company discourages investment, which should then negatively affect its price. Of course, the converse may also happen. After all, it could also happen that a well known or influential investor, such as a George Soros, may make a play of sorts for one of the stocks in our SI Portfolio, which would then affect its price. What does one do then ? In the interests of trying to keep things as simple as possible, we may want to just focus on those things that could occur to the stocks in both Portfolios, such as stock splits, payment of dividends, and anything else of a similar nature that SI members can think of. Over to the floor ......