We'll try to share ideas for entire portfolios here. Instead of debating and sweating over a single stock or two, I'll help calculate for you portfolio ratios like Beta, Alpha, Price/Book, etc.
In return, we all share the longer and shorter term implications of a well diversified portfolio.
Less fuss and argument over a single or a few stocks in the same industry.
2006-01-20
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Since major portfolio changes always never happens for me, I'll keep my comments about the overall markets the majority of the time. Again, email me with spreadsheets of your holdings in percentage terms so I can run analysis for you. |
