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 almost never happens for me, I'll post comments about the overall markets here. Again, email me with spreadsheets of your holdings in percentage terms so I can run analysis for you. |
