We have just published our February newsletter and are happy to report that all three portfolios are up on the year with the Growth portfolio up over 7%. We are often asked how we do it. The answer is simple: stock picking. While the focus today is on ETFs, sectors and macro opinions we prefer the "model T" approach, which is old fashion stock picking. And to those that argue that stock picking is harder today than at any point in the past, because of the increase in correlation among assets, we would point out that despite the S&P 500 still being under its April 29, 2011 high there are 192 stocks in the index that are higher now than they were in April 2011. For those that know where to look the opportunities are there.
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I don't know it yet. But I'll find out soon enough.
Posted by: online writing | January 31, 2012 at 09:54 AM