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


To: Jurgis Bekepuris who wrote (56095)9/26/2015 3:06:14 AM
From: Paul Senior2 Recommendations

Recommended By
Jurgis Bekepuris
research1234

  Read Replies (3) | Respond to of 78821
 
Jurgis Bekepuris, any outsize performance of my portfolio more than disappeared maybe 12-18 months ago led by the decline in oil stocks. May take me quite a while, if ever, to see outperformance again. I'm one who considers the entire portfolio, and as long as I maintain a very high cash component in there, it's not likely that the portfolio will beat any index (S &P, Russell, others). Also of consideration for me, I'm already at the age and getting to the point where, why try? Why risk? My lifestyle isn't going to change with more money; I'm not spending what I already have.

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Position sizing for me is also very tough.

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The idea of having a good portion of my portfolio invested with pro's like BRK sounds more and more appealing.



To: Jurgis Bekepuris who wrote (56095)9/27/2015 5:03:04 PM
From: Graham Osborn  Respond to of 78821
 
Tend to agree on SA as far as writeups - there is more seeking than finding. Plus the lack of non stock specific discussion tends to be a discussion killer. But there are some buy siders and in siders trolling.