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My Trading Portfolio, "Adventures of Isabel" by Ogden Nash, and more on Philosophy of Portfolio Management!
  • 30/06/2008
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My Trading Portfolio, "Adventures of Isabel" by Ogden Nash, and more on Philosophy of Portfolio Management!

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Descripción de My Trading Portfolio, "Adventures of Isabel" by Ogden Nash, and more on Philosophy of Portfolio Management!

In this evening's podcast, I read a poem, "Adventures of Isabel" by Ogden Nash, review my Trading Portfolio as of 6/28/08, and discuss portfolio management and responding to market influences as revealed in one's own portfolio holdings. In addition, I discuss my approach of responding to market conditions by automatically shifting into and out of equities. I also comment on the controversy I generated by buying shares of Visa (V) and then selling them just two weeks later at an 8% loss.

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