Monthly Archives: November 2012

Thoughts on Apple and Latest Porfolio Actions

Up until recently I have been adding Dell, Intel and Western Digital. I added more Intel specifically yesterday and if I have the opportunity the position will probably grow. Now that markets are becoming more focused on the US fiscal … Continue reading

Posted in General | Tagged , , , , , , , , , , , | 14 Comments

More On Portfolio Size

I already talked a bit here about how big a portfolio should be. There is no single answer, it depends on each ones investing philosophy. Buffett has hundreds of mini positions he uses basically to get their reports by mail … Continue reading

Posted in General | Leave a comment