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 (2394)	10/5/2012 12:19:34 PM
From: The Ox	1 Recommendation Read Replies (2) \| Respond to of 4719

I think we have covered this, bruwin. At least this was my impression of what we were going to do: At the 9 month period, starting in May or June, we will review all the changes to the WB portfolio's top 10, as well as look closely at our 10 stocks. Until then, there's no need to adjust the WB portfolio unless he completely sells out of a stock like he did INTC. The fact that one of the stocks is no longer a top 10 holding shouldn't "force" us to do anything during the course of the year. At the end of the year, if DTV is still in the top 10 and JNJ isn't, then we should sell the JNJ and replace it with an equal dollar buy of DTV. Do others see it differently? The above keeps it much more simple to manage.