Diversified equity portfolio (domestic and foreign) with a bias toward large cap growth. This is the majority of my stock portfolio and it is managed by a professional advisor on an asset based fee. I have hired a manager because I believe it is important to be invested in the stock market AND I know the manager will keep me invested during the volatile times when I might cash out. My personal inclination is to trade and time the market, which is not necessarily a good strategy as I wrote in Afraid Of Investing In The Stock Market?.
Even though it has been painful to see the declines of the past few days, I have not withdrawn any funds from this segment.
Modified Unemotional Investor Growth portfolio. For a small part of my portfolio, I use a modified Unemotional Investor Growth system to buy and sell stocks. Since I starting using this system in late 2004, I have had positive returns with each portfolio. The most recent results were shared in the 11/12/07 Stock Purchase Update.
One selection from the 5/28/07 buy list, Potash (POT) has not received a sell signal and I continue to hold this position. Originally, I delayed purchasing the 10/15/07 updated buy list. Yesterday, I decided to buy Southern Copper (PCU) and CNH Global NV (CNH) because they were below the price on 10/15/07, when I thought they were a little over priced.
Core Long Term Stock Holdings. For another small part of my portfolio, I have purchased three stocks that I believe will have large returns in the long term, Google, Amazon and General Electric. Even though Google and Amazon have recently declined 20%, I am still holding on to these stocks.
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