Date updated:07-26-2007
The goal of this portfolio, like any portfolio, will be to achieve above-average appreciation with minimal risk. I will attempt to follow these objectives by finding securities that I believe are undervalued and/or overlooked by the "Mr. Market." I will reach this objective by focusing on a few fundamental ideas:
1. Invest in securities with a relatively high Margin of Safety, therefore creating an equally relative low amount of associated risk.
2. Awareness, yet passive ignorance to the efficient market hypothesis.
3. "... put all your eggs in one basket, and watch that basket...” - Andrew Carnegie
4. "Invest at the point of maximum pessimism" - Sir John Templeton
Along with other ideas and anecdotes, I will follow these main criterion set forth.

-
BZH
Beazer Homes Usa - $4.52
- -4.44%
- $4.55
This security is currently selling at a comfortable range below its net current asset value.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Top 5 Small-Cap Stocks: N...
- » Echo5Joker's Portfolio
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone Posted on Nov. 27, 2009 According to Jim Cramer, investors need to know the four enemies of all bull markets. On Wednesday’s “Mad Money” TV show...
By Roberto Pedone Posted on Nov. 27, 2009 According to CNBC’s “Fast Money” traders, the adjustment in the third-quarter GDP figure released on Tuesday from an exp...
By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...
By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...
A. *correction - 4-star rating, but it was
5 for a long time up until recently.
A. The only one I own : SLX,
too hard pick a winner out all of them
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more
Analyst Downgrades or Estimate Reductions for Nov. 27, 2009. Read more here. more











Comments not available