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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?


To: Brad Davies who wrote (214)3/3/1998 1:32:00 AM
From: Bill Wexler  Respond to of 4634
 
Read "What Works on Wall Street" by James P. O'Shaughnessy.

He does an excellent and thorough analysis of various long-term investment strategies and how they withstood the test of time.



To: Brad Davies who wrote (214)3/5/1998 2:58:00 PM
From: White Shoes  Read Replies (1) | Respond to of 4634
 
Ron, fascinating point. I have picked a portfolio of stocks I think will do well and will leave that intact on my Quicken! & Yahoo portfolio features...in perpetuity. If the portfolios get changed or rebalanced I will not wipe out the old ones.

I have already done this with a portfolio (the 1997 Future Growth stocks list from the SI thread) that is down 30% in 13 months. I will continue watching all of those stocks in perpetuity, and never erase them on my Yahoo! account.

Of course it will take 30 years to test such a theory but it would be interesting.

Perhaps a really good thing to do would be to start now with the Dow stocks and LEAVE THAT PORTFOLIO INTACT on my spreadsheet/Yahoo account. Hey, I'm only 31, I could watch it for awhile.

Of course you could do the historical research pretty easily too. Just check out what the Dow Stocks were in 1920 and see what you would have today if you had held them all, through name changes, splits, mergers, or bankruptcy (to $0) and not rebalanced the portfolio.

Interesting.

In other news, ZITL is God's gift to shorts today.