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

To: Spekulatius who wrote (53152)	1/11/2014 1:33:52 AM
From: Jurgis Bekepuris	Respond to of 78618

If you want to fuel you performance envy, read this thread: cornerofberkshireandfairfax.ca Whoa. I'm just gonna pack my bags and crawl into a hole to cry... There are three things there that I cannot replicate: - Concentration. I cannot run concentrated portfolio for the life of me. If I decide that a stock is one of my "horsemen", it will crash and burn or at least stay flat with crappy return. And also I like too many stocks. So strike one. - Leverage. Options, leaps, margin, etc. Just can't. This may or may not be strike two. - Short term plays. Options, leaps, workouts, warrants, etc. I do this a bit, but not hugely and with rather small amounts. However, coupled with concentration (i.e. invest big into short term play), this can be a huge winner if you know what you do. So really, the guys with 80-100% returns based in BAC warrants, AIG, MBIA - I can't even get close to these. There are some very impressive claims on the thread. Like 30+% annualized returns for 15 years with cash cushion. Or >35% return with 20% cash cushion and ~100 positions last year (Paul Senior, is that you? ;))