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

To: The Ox who wrote (2359)	10/1/2012 1:16:22 PM
From: bruwin	Read Replies (1) \| Respond to of 4719

" ... as I see it, it is "adding TO a stock". I'm not suggesting we buy something different, only that we might want to use an opportunity to add to a stock that's had a significant dip." Ahaaa ... OK, I didn't see it that way. From what you say it's a case of adding more stock of an existing share in the Top 10. Speaking for myself I wouldn't have a problem with that as long as there was an agreed way of doing the same to Buffett's Portfolio, in order to keep the overall Investment Amount the same for each Portfolio. If that's the way we go I'd probably have to add another column that would show the number of shares we would want to sell of a particular company.