Archive for the 'My Investments' Category


2007 Portfolio A in Depth

Tuesday, January 15th, 2008

Well, it’s been a while since I last posted due to some power outages from the recent storm here in Massachusetts as well as a week long ski trip. Given the horrible sell off we’ve seen over the last few weeks, it seems almost unnecessary to go into the trades made over the last year […]

2007 Year End Review

Friday, January 4th, 2008

Well, it was a long and eventful year in the markets. Let’s take a look back at how The Curious Investor did. I’ve posted an Excel Spreadsheet with a review of my 2007-2008 trades as well as some calculations on the performance of the respective strategies which I run. You can get the whole file […]

Investment Resolutions for 2008

Tuesday, January 1st, 2008

Happy New Year Everyone! My laptop is out of service right now so I haven’t been able to crunch end of year numbers on my investment portfolios, but that will be coming in the next few days. With markets closed today, I figured it’s a good time to reflect on the past year and share […]

November 2007 Update (Part 3/3)

Monday, December 10th, 2007

Curious Investments Equity Income Strategy
At the end of the summer, I was leaving work for an investment management firm which believes in buying low P/E high dividend stocks. I learned a lot over the summer and realized that a high dividend yield portfolio does have its merits and thought that I theorized put together a […]

November 2007 Update (Part 2/3)

Wednesday, December 5th, 2007

Portfolio B
Portfolio B represents my “long-term” strategy which seeks to identify companies with strong brands or reputations which are attractively valued. It’s not a strict value portfolio in the sense that I am willing to pay for growth but the growth must be corroborated by sustained earnings and cash flow performance. Some technical analysis is […]

November 2007 Update (Part 1/3)

Monday, December 3rd, 2007

Well, I figure it’d be a good time to post a quick update on my investments now that November has come to an end. Without a whole lot of trading action in my portfolios, I haven’t acknowledged my own holdings for quite some time and I’m sure many readers are curious as to how they […]


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