I'm thinking of a new investment strategy where I sell off all these little positions I have and concentrate on about 3-4 companies tops.
Then take about 20% and use it for trading in and out of these ocassional 'bargains' that I think pop up from time to time in microcap land.
Also thinking of talking a lot less on boards about specifics of companies and seeing if things pan out the way I think they will without telling everyone else first.
I don't trade in and out a lot on my larger positons (I do a little) so posting on these boards rarely does me financial good and may hit others unintentionally if things sour.
I have to get 20% a year for my wife to let me continue this hobby, otherwise it gets divided into the S&P and Berkshire and I'm done.
This year is safe but from the looks of things, next year is going to be tough yet again. Maybe the markets will really get hammered more this year so next year can be an easy 20% year:)
Not that I want to see that.
I want to see little Alloy weather the world storms. I think they can but it gets increasingly difficult with the increased world financial turmoils, especially when it comes to further expansion during these times.
I have seen Buffett and Soros getting more active lately. Soros more commodities and Buffett more financials.
So seems we may be seeing inflation and economic recovery if those bets they're placing pan out well.
I have no clue or resources to figure out big picture stuff the way they can so I tend to just follow while trying to get a basic grasp at what it is they're thinking.
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