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July 02, 2009 – Comments (6)

I was touching up a tracking spreadsheet I keep for my work at Motley Fool Hidden Gems.

In the past, the service model didn't pay much attention to things like sector and industry allocation. With the change to our real money portfolio, we do pay attention to those aspects of asset management. Although our $250,000 is still mostly in cash, the tables blow provide a sector and industry breakdown on a couple of our lists of stocks. The first is a sector breakdown of the current portfolio candidates (past picks and new candidates, which are vetted and eligible to get real money in our portfolio.)

The next one is a sector/industry breakdown of our equity holdings (not including the cash).


hg pcs 07 02 09

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HG EHs 07 02 09

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6 Comments – Post Your Own

#1) On July 02, 2009 at 10:11 PM, plat100 (< 20) wrote:

Thanks Seth,

 I like seeing this info. Is there anyway we can see the companies that fill each slice of the pie? 

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#2) On July 02, 2009 at 10:55 PM, FreundInvesting (29.53) wrote:

Seth,

Why don't you pick stocks anymore? I enjoyed perusing your selections every once in a while. Is it a conflict-of-interest thing?

Have a happy 4th!

Freund

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#3) On July 03, 2009 at 7:26 AM, TMFBent (99.82) wrote:

 I like seeing this info. Is there anyway we can see the companies that fill each slice of the pie?

That level of specificity I need to keep behind the HG firewall to protect members' privs. Since posting these online anywhere would give others a chance to see all that, I can't currently think of a good way to share the graphs that would take care of that issue.

@Freund

I retired from Caps because my playing style required a bit more gardening than I had time. It also, occassionally, put me into funky positions compliance-wise. For instance, if HG was "long" Bwild, but I thought it was priced too high before earnings, I wasn't technically allowed to give it a 2-week red thumb, even if I carefully explained my precise reasons and timeframe. That kind of thing made it a bit of a hassle, and sort of tied my hands in the race for the top. I like to play to win.

I am considering a return, with an entirely different MO, getting a top score not among the goals: perhaps only using caps to pick large- and medium- caps that I think provide good alternatives, compliments, and/or hedges to the stocks we're buying in HG.

Time is always my issue.

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#4) On July 03, 2009 at 9:24 AM, TMFJake (53.11) wrote:

Having TMFBent pick large and mid-caps would be awesome.  Go for it Seth!  :)

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#5) On July 03, 2009 at 8:32 PM, streetflame (30.29) wrote:

Are you comfortable with HG's low current and future exposure to healthcare, materials, utilities and energy?  Do you see HG adopting any more of a macro approach to stock selection or will you stick with bottom-up analysis?

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#6) On July 04, 2009 at 12:04 PM, FreundInvesting (29.53) wrote:

TMFBent

Yeah, I had to quit writing for the Fool when I became a registered investment advisor representative. :(

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