For many years, investment managers and academics have argued about the concentration\diversification issue, and although diversification is now widely accepted as the right choice, there are still plenty good examples of concentration successes. “If it’s your game, diversification doesn’t make sense. It’s crazy to put money into your 20th choice rather than your 1st choice.… Read More Concentration vs. Diversification in Investment Portfolios

For a long time I’ve been thinking about the matter of accountability. As an investment writer, I believe my work is only worthwhile when I add value to my readers and followers. The main problem is that the tools available for performance evaluation are clearly flawed. Tipranks, for instance, has been classifying some neutral articles… Read More Article Portfolio Performance: An Unbiased View

I have written about Best Buy before: Best Buy: Why This Is One Of The Best Value Plays Around I f you’ve read the article, you will come to the conclusion that I am bullish on the stock for buy and hold purposes. Therefore, I’ve been monitoring the company’s results, so let us see how… Read More Earnings Digested 2Q14: Best Buy