Archive for March, 2007

Another Portfolio Update

The last month of volatility coupled with my first trial-by-fire as an “investor” was admittedly disappointing. Portfolio A, which admittedly trades on a rather risky strategy, coughed up its 2007 gains and as announced in the last portfolio update, I sold most of the positions and repositioned the portfolio to hopefully weather the current storm. [...]

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Fundamental Analysis: How To (Part 2 – Price to Earnings Ratio)

I’ve probably given you all more than enough time to read the Tweedy Browne article I mentioned in my last post. That being said, maybe some people are too lazy or just want to hear my wonderful re-cap of Price to Earnings – why and how we use it.
Why is price to earnings important? Unlike [...]

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New Positions Added/A Few Positions Dumped

I’m here to be honest. I’m not an investment professional and I do not have years of investment experience. I can’t say that
I anticipated Tuesday’s stock market debacle and I most certainly did not come away unscathed. Someday, I’m going to run larger portfolios and make sure to do my best to have cash on [...]

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