Comments on: Fat Pitch Financials Port 2008 Performance http://www.fatpitchfinancials.com/1298/fat-pitch-financials-port-2008-performance/ Special situation stocks and value investing Tue, 07 Feb 2012 02:35:15 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Blain Reinkensmeyer http://www.fatpitchfinancials.com/1298/fat-pitch-financials-port-2008-performance/comment-page-1/#comment-370642 Blain Reinkensmeyer Tue, 13 Jan 2009 19:09:41 +0000 http://www.fatpitchfinancials.com/?p=1298#comment-370642 You should look into Covestor.com. It seems you like tracking your performance and they have a lot of cool graphs and such for displaying and analyzing. Just my 2 cents... You should look into Covestor.com. It seems you like tracking your performance and they have a lot of cool graphs and such for displaying and analyzing. Just my 2 cents…

]]> By: Alden Hurley http://www.fatpitchfinancials.com/1298/fat-pitch-financials-port-2008-performance/comment-page-1/#comment-369810 Alden Hurley Sat, 10 Jan 2009 16:17:32 +0000 http://www.fatpitchfinancials.com/?p=1298#comment-369810 I hope you manage to turn things around in the coming years. Remember, it's the score at the end of the game that counts, not how many runs your down in the 4th. Also, take no consolation in other value investor's poor performance. Their suck doesn't make your suck any better. I hope you manage to turn things around in the coming years. Remember, it’s the score at the end of the game that counts, not how many runs your down in the 4th.

Also, take no consolation in other value investor’s poor performance. Their suck doesn’t make your suck any better.

]]> By: The Dividend Guy http://www.fatpitchfinancials.com/1298/fat-pitch-financials-port-2008-performance/comment-page-1/#comment-367605 The Dividend Guy Sat, 03 Jan 2009 07:30:51 +0000 http://www.fatpitchfinancials.com/?p=1298#comment-367605 "I’m going to be working real hard in 2009 to boost the five year performance numbers for the Fat Pitch Financials Portfolio." As one investor to another, I am wondering what your initial plans are to boost the returns? TDG “I’m going to be working real hard in 2009 to boost the five year performance numbers for the Fat Pitch Financials Portfolio.”

As one investor to another, I am wondering what your initial plans are to boost the returns?

TDG

]]> By: Enough Wealth http://www.fatpitchfinancials.com/1298/fat-pitch-financials-port-2008-performance/comment-page-1/#comment-367603 Enough Wealth Sat, 03 Jan 2009 07:26:24 +0000 http://www.fatpitchfinancials.com/?p=1298#comment-367603 This reminds me of my portfolios performance over the past twenty or so years. I eventually came to realise that I was like most actively managed fund managers - unable to consistently outperform the market average. Even though you aren't paying a manager 1%+ in fees when you DIY, you do end up spending time in research, admin (tax returns etc). So these days I only dabble with investing in individual stocks and are moving to a core-and-satellite portfolio strategy where I'm increasing the allocation to Index funds in my investment portfolio (100% in a asset-class-diversified Index fund for my retirement account, and around 16% stock Index funds and 15% cash in my stock portfolio). I'll slowly sell off my individual stocks as the market recovers and allocate more to Index funds. I currently have around 25 stocks and will cull this down to a handful that I'm *certain* will outperform the market over the long term. The other thing I've learned over the years is that you could boost performance a lot by just eliminating one of two losers from your portfolio than by trying to find more new potential winners. This reminds me of my portfolios performance over the past twenty or so years. I eventually came to realise that I was like most actively managed fund managers – unable to consistently outperform the market average. Even though you aren’t paying a manager 1%+ in fees when you DIY, you do end up spending time in research, admin (tax returns etc). So these days I only dabble with investing in individual stocks and are moving to a core-and-satellite portfolio strategy where I’m increasing the allocation to Index funds in my investment portfolio (100% in a asset-class-diversified Index fund for my retirement account, and around 16% stock Index funds and 15% cash in my stock portfolio). I’ll slowly sell off my individual stocks as the market recovers and allocate more to Index funds. I currently have around 25 stocks and will cull this down to a handful that I’m *certain* will outperform the market over the long term. The other thing I’ve learned over the years is that you could boost performance a lot by just eliminating one of two losers from your portfolio than by trying to find more new potential winners.

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