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Review: First Half of 2011
Posted on 06. Jul, 2011 by TheFreeInvestor.
First half of 2011 ended in green for my portfolio. Period return for my portfolio was approximately 11% vs 5% S&P 500 return for the first half of the year. Of course, I am more interested in the long term return as I am not planning to liquidate the portfolio any time soon. Over long […]
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Investing in Early Stage Businesses
Posted on 29. Jun, 2011 by TheFreeInvestor.
As I mentioned in my post about high quality business, I am a fan of technology enabled disruptive businesses, especially in their early stages when the company is growing rapidly. Of course, early stage companies are riskier than mature companies. So, we need to keep the portfolio allocation at a level that is commensurate with our […]
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Activities: Recent Stock Buys and Sells
Posted on 18. Jun, 2011 by TheFreeInvestor.
It’s good to be back ! I was out for few weeks of vacation and other engagements. Now, back to blogging again. To better track my successes and mistakes, I added the closed/sold position to the portfolio page. Here is a quick update about recent activities in my portfolio. Bought Aeropostale (ARO): My record with […]
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Thoughts on David Sokol controversy
Posted on 04. Apr, 2011 by TheFreeInvestor.
Unless you have been hiding under a rock, you would have noticed the widely reported issue of alleged unethical trading and resignation of David Sokol from Berkshire Hathaway (BRK.A, BRK.B). If you haven’t been following the story then you can read it here on NY Times and watch his interview with CNBC. I am not […]
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“Buy and Hold” = “Invest and Track”
Posted on 27. Mar, 2011 by TheFreeInvestor.
You might have heard of “Buy and Hold” approach to investing. In a nutshell, the approach advocates that once we analyze and invest in a stock, we should just hold and own the business for a long time and due to the compounding of returns over time and absence of panic driven trades, you will […]
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