Can you comment on each stock in portfolio periodically?

Lucy · Member

TABtrader, I believe most of users do not have the same portfolio as yours for numerous reasons.

Some of the stocks are much higher than before when you bought, and kind of hesitate to follow you at this moment because I don't know how much potential they have got after such a hike. Plus company's earnings are changing quarter, so is the overall economy.

Can you comment on each stock periodically, say everytime when the earning is reported? That would be very helpful. I believe you do such things to trace the performance of the stocks, but can you also publish your thoughts as well?

TABtrader · Member

This is already provided through Hot List and Blog service.

If you are a paid member of BIRTP, you should be able to access Both. I periodically post my short comments on earnings and news.

Especially, Hot List provides latest risk/reward rating based on current stock price, not my entry price for the model portfolio.

By the way, over the past many years, most of my picks jumped up big. Otherwise, my performance would not have beaten index by so much.
Unless one followed my model portfolio earlier on, there is no way to avoid this issue. Especially considering my newsletter style is long term oriented or value investing based.

I believe most of my subscribers should forget about how much the picks jumped from my entry price. The real issue is risk/reward rating based on current stock market price quote.

A jumped-up stock can continue to rise significantly. There is no reason to believe that a pick which jumped up big over past would be unsafe to buy.