Tag Archives: PCP
Activities: Recent Stock Buys and Sells
Posted on 03. Dec, 2011 by TheFreeInvestor.
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In past three months, as the market bounced around violently in lock step with the news from Europe, I bought / added to few of my positions and liquidated some of the residual holding where my investment thesis didn’t play out for years. The only new name in my portfolio is Mako Surgical (MAKO). The […]
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“Sprinkle Cupcake”: My Portfolio Strategy
Posted on 16. Oct, 2011 by TheFreeInvestor.
I have been thinking about a good way to describe my portfolio strategy. When you ask ten investors about their portfolio strategy, you will get ten different answers about value, growth, income, core, and core plus etc etc. Most of these terms mean different things to different people and way too obscure for a regular […]
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