It's good to be back in the 90+ rating club again.
A week after my rant in my blog, I managed to re-enter into the top 90 ratings club again. As mentioned before, my meddling and experiment with the trading style investing failed miserably.
The recent downturn and TMF's recommendation has provided fantastic oppotunities like DLB, VLCM, BWLD and IIVI. I am confident that at the prices that I am able to snag these businesses, I should be able to ride and outperform the S&P with fair amount of comfort in the long term.
It will take some time for me to regain my (rightful!) place in the top 100s. But with every passing day with S&P drops, my confidence grows that I will be able to fill my CAPs portfolio with a multitude of long term winners.
N.B.: Thankfully I am a more conversative and long term thinking person with my real money. CAPs has been great in helping me experiement and rationalize with different strategies and methods.