Replies to post #14248 on Value Microcaps Motherboard

[stanu78]

Nuts 145% return in less than 1 year.. that is awesome especially knowing that your portfolio is well diversified with 15-20 stocks and with continuous rebalancing (145% might be easier if you have hold only 2 or 3 stocks at a time but it's a lot riskier too)

margin definitely helps magnify the return or loss...
I left margin a couple years ago.. I got burned using margin...
The only time I used margin now is if I have to borrow for 1 or 2 weeks (4 weeks tops) waiting for my salary to arrive or waiting for some other stock that I sell to clear...

Congrats buddy nutsaboutgolf.. seems you have find a winning system...

hope this bull market last a bit longer...Stan

[MRothaus]

<but my portfolio is up 145 % since Aug 16th of 04>

I have a few questions about buying, selling, etc.

Nobody has mentioned the size of their portfolio. When you say your portfolio is up 145%, is it on the entire investable funds you have?

I have a mid 6-figure IRA portfolio and a high 5-figure non-IRA. I treat them totally different.

Are people here talking about their "trading" portfolio when saying how much they are up or down percentage wise?

Are you up 145% on 1/2 million dollar portfolio? If so, I think you are too aggressive with your investing.

This is all my humble opinion. I am up a lot since 2001, but still below my peak value attained in mid 2000. Probably a lot of us are in this same boat. I got burned, and turned to mostly dividend paying stocks since then (REITS and CanRoys). Was a good move for a buy-n-hold type investor like myself.