Old School Value

Portfolio Update July 2009

Old School Value Stock Portfolio Performance Portfolio Movers July was another great month where my portfolio increased by 22.37% compared to the S&P’s 7.41%. YTD has increased dramatically from 49% last month to 83.42%. The rise was again due to my large position in VVTV doing well. VVTV has now grown from the initial 10% allocation to [...]

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Categorizing Your Portfolio

I have 1 stalwart, 3 fast growers, 3 turnarounds and 1 cyclical. For those that have read One Up On Wall Street by Peter Lynch, you'll know that I'm referring to the 6 categories that he assigns to the companies in his portfolio. As I was reading this section, I had never thought about classifying my positions in terms of growth and return potential. I always looked at the different industries that made up my portfolio and it was refreshing for me to see it another way.

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Investment Portfolio Spreadsheet

For an investor, keeping track of personal performance is important. Many people believe they know their return rate by calculations in their head, but surprisingly, we always overestimate ourselves. Our actual return usually comes out a few % lower than we expected. These few percentages can add up to the cost of ten of thousands.

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