Selling - All, Some, or None?

Friday, May 23rd, 2008

A popular technique in portfolio management is to sell incremental amounts of your holdings to lock in profits as your investment’s value rises. A lot of people refer to this as “taking some off the table.” The basic principle is that one can preserve their capital by selling part of the holdings. The strongest of […]

Devising a Sell Strategy

Saturday, May 17th, 2008

Over the last year or two, it hasn’t been the ability to pick stocks which has hurt my returns, instead it has often been the inability to pick when to sell. In the best case, I sit on a stock like Apple for twice as long as I intended but come out with similar return. […]

Updates for My Readers

Wednesday, May 14th, 2008

Hi all,
While I usually try to shy away from being too personal on this site, I feel like I do owe an update to the regular readers on this site as far as why I’ve been so dormant lately. As some may know, I’m graduating from college in a week so things have been quite […]

Guest Blogging at GrowYourFunds.com

Tuesday, April 29th, 2008

A few days ago Aaron Smith of GrowYourFunds.com was kind enough to ask me to guest blog for his site. My post ran today and, in case you’re interested, I’d like to direct your attention to my little column on the state of the markets. It’s a quick piece putting the current correction into historical […]

Dow Theory (Part 3)

Tuesday, April 29th, 2008

In the final post on Dow Theory, we examine how Dow Theory applies as a broad market indicator. If you need to catch up, you can read the other two posts - An Overview of Dow Theory and Using Dow Theory to Identify Trends - by clicking the links. To some degree, this is a […]

Portfolio A: VMW position initiated

Friday, April 25th, 2008

Well, I didn’t have to wait long to spot an interesting trade, though it wasn’t one of the three I found the other day though all three - Vornado, Western Union, and AUO - continue to remain interesting. It just so happened that the day of my post, VMWare’s earnings surprised upwards and came along […]



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