Sunday, June 20, 2010

Tougher to Stay on "Mantra" (?)...

     My Mantra for 2010 is, "Portfolios must be 'cannibalized' for Buys" (have Self-Sustaining Growth). 
     This is a good strategy for Diverified (and Larger) Ports.  The best way to accomplish this is Taking Profits.  In 2010, Our Ports are finding that a hard chore. 
      So let's go to "Plan B", Selling Statics; Stock which is NON-Performing.  Hell, this is (unfortunately) a much easier course in 2010.  That's one reason we're cutting positions.
     


It's a different take on Riding The Range.

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