I had been maintaining an experimental "value-stock portfolio" since year 2008，which was based on Graham's strategy of net-working-capital.
However, I found that I don't have enough time and energy to manage this group of stocks anymore, hence decided to put it into an end.
All the components in this value-stock portfolio (namely, Tomei, Triumpl, Choobee, Rex, IQgroup, UmsNgb, SmiCorp, Kstar) had been sold recently.
From now on, I will focus only on investment of long-term growth-stocks.
.
However, I found that I don't have enough time and energy to manage this group of stocks anymore, hence decided to put it into an end.
All the components in this value-stock portfolio (namely, Tomei, Triumpl, Choobee, Rex, IQgroup, UmsNgb, SmiCorp, Kstar) had been sold recently.
From now on, I will focus only on investment of long-term growth-stocks.
.
2 comments:
What made you to change the approach?
90% of my investment had been long-term growth stocks.
"value-stocks" only made up ~10% of my total portfolio value. I maintain this portfolio as an experiment for the concept of Net-working-capital strategy.
stop it simply because don't have enough time to manage it.
Post a Comment