I created this thread to post my model update. I hope to come back later to review what I did right and wrong, also for my investor friends to see my records - any call or decision I made in the past, nobody can change it once it is recorded here.
My portfolio is up 260% from July 2001 to Oct 2003, by a concentrated portfolio of common stocks trading in US market. Both long and short positions are used, no options, rarely used margin. If you are interested in my detail strategy and positions, please send me a private message. Happy Investing! |