Rames,
I look at several portfolio in your site often to get ideas what works in this space. Besides the obvious winner "under attack" as you pointed out in your SA article, the most interesting one is low PB, which seems to buck the downtrend in CGS space and up 55%. Certainly low share price, small market cap helps. to make it more investable option, would it possible to use a rule for better liquidity, ie market cap > $50m, daily volume > 100000 and rotate them quarterly ?
Actually rotating them quarterly seems should be the rule for all these portfolio to compare against market movement in general. 9/21 starting was too good of market timing.
Excellent information in your site.
