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portefeuille (99.62)

1001 groupies

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15

August 09, 2013 – Comments (13)

My main caps game player has recently crossed the 1000 follower mark. Considering the dynamics of this site I guess that means that around 10 people look at my calls, my little green line chart or maybe my old fund thing every now and then. 2 or 3 of those may also pay attention to my secondary player portefeuille2. I think those two players have done alright over the past few years. As I have written here a few times I do think that if you really want to extract any kind of useful "investment advice" you should make the transition to twitter, though, and follow my collaboration with zzlangerhans (#zzporte). The collaboration portfolio is at a little under $500k now and you can follow all transaction with usually just a short time lag. When the time lag is longer than a few minutes it might well be due to zzlangerhans being busy saving lives in the ER :)

13 Comments – Post Your Own

#1) On August 09, 2013 at 6:15 AM, portefeuille (99.62) wrote:

I might make the first page -> http://caps.fool.com/playerrankings.aspx?pagenum=0&sortcol=42&sortdir=1&filter=101&lc=19 in a few weeks ;)

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#2) On August 09, 2013 at 6:17 AM, portefeuille (99.62) wrote:

http://caps.fool.com/playerrankings.aspx?pagenum=0&sortcol=42&sortdir=1&filter=101&lc=19

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#3) On August 09, 2013 at 11:49 AM, dragonLZ (99.70) wrote:

Congrats porte.

p.s.

I'm one of your groupies.

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#4) On August 09, 2013 at 3:39 PM, roofman6 (< 20) wrote:

I've studied these other players and you are one of the few that play it straight... no shorting reverse etfs... no shorting at all.

Thank you,

roofman6

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#5) On August 09, 2013 at 4:15 PM, portefeuille (99.62) wrote:

#4 I tend to agree, if you are saying that the current groupie number top20 list gives the impression that caps game groupies are not really into stock picking talents ;)

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#6) On August 14, 2013 at 2:00 PM, anchak (99.85) wrote:

Keep it going Hans ie Mr S

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#7) On August 14, 2013 at 4:57 PM, Momentum21 (97.52) wrote:

Yes, #FF the #zzporte!

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#8) On August 16, 2013 at 2:33 PM, portefeuille (99.62) wrote:

#6,7 Thank you! I will do my best to extend the run for a few more years :)

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#9) On August 21, 2013 at 10:24 AM, anchak (99.85) wrote:

Hey man - I dont particularly agree with your EEM call - right here - unless its a ST trade ......

I think a bit of patience over fall might yield better outcomes!

 

Best

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#10) On August 22, 2013 at 12:33 AM, portefeuille (99.62) wrote:

Hi,

I am always attracted to emerging markets stocks whenever they enter crisis mode simply because I look back at the Asian flu crisis and see what a great buying opportunity it was. I agree that the current mini crisis is not comparable and I have not bought any emerging market stocks or funds in years. I have by now invested so much time in biopharma equity "research" that I feel most comfortable investing in those. I guess I could call myself a member of the financial industry again now that the #zzporte collaboration that zzlangerhans and I co-manage is at around $500k invested and slightly less in cash yet to be invested. EM and biopharma are probably the two most volatily sectors of the market on an individual stock basis but as a group they share quite a few characteristics. They appear to be constantly in development stage with large "growth opportunity". At least the non-blue-chip part ...

Should #zzporte succeed in a non-trivial way we should get together, Tony, you and I and maybe we can even find checklist34 for a little crash of 2008/2009 survivor celebration ... 

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#11) On August 22, 2013 at 8:08 AM, portefeuille (99.62) wrote:

the #zzporte collaboration that zzlangerhans and I co-manage is at around $500k invested



enlarge

 

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#12) On August 22, 2013 at 11:18 AM, anchak (99.85) wrote:

"Should #zzporte succeed in a non-trivial way we should get together, Tony, you and I and maybe we can even find checklist34 for a little crash of 2008/2009 survivor celebration ... "

 

Absolutely - I will send you a note - if I see a good buying opportunity in EM - later in the Fall - I think it should come.

Country funds are good - even some EDC - or EEM Calls might be in order.

All the best!

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#13) On September 13, 2013 at 11:21 AM, portefeuille (99.62) wrote:

made it to the #20 spot :) 

http://caps.fool.com/playerrankings.aspx?pagenum=0&sortcol=42&sortdir=1&filter=101&lc=19

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