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Random Musings



February 20, 2008 – Comments (2)

The way I organise my picks is through the length of the pick.  The picks that I am uncertain of I give a 3-week or 3-month rating, If I feel pretty good about a pick I'll give it a 1 year rating and if I am dead certain it gets the 5 year tag.

 Looking through the picks I have made so far it seems that I would be much better off if I eliminate the 3-week/3-month picks and only stick with the ones that I feel warrant 5-year status.

 Unfortunately it is fun to hit homeruns with short term picks that are riskier/I am uncertain about.

 So CAPS what do you think?  Guns or butter?  Less fun and better score or keep trying to hit the home runs?

2 Comments – Post Your Own

#1) On February 20, 2008 at 3:14 PM, Gemini846 (34.51) wrote:

It is interesting to note that most of your picks are underperform, and most of your score is from underperform, but most of your high scores are from 5y outperform calls.

 I didn't look at the time frames, so perhaps those underperform calls are newer which hasn't given them time to run up the score and catch your outperforms.

 Do you have a strategy behind your picks?

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#2) On February 20, 2008 at 3:30 PM, Bupp (27.99) wrote:

I look for companies that I feel are industry leaders and that are trading at good valuations.  I'm willing to pay for growth but prefer the value slant.

Recently I red thumbed all of the closed funds that invest in municipal bonds because I feel that the stock market is not going to tank much further from where it is now and that equities will outperform debt in the long run.  The added advantage being that municipal bonds have lower yields and cap does not recognize the advantage that they are tax-free.

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