Message Font: Serif | Sans-Serif
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next
Author: anuragupta Big gold star, 5000 posts Top Favorite Fools Old School Fool Ticker Guide CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2704  
Subject: Alyce - the best performing portfolio at Fooldom Date: 1/30/2013 10:12 AM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 14
I think it is. At 60% net ROIC in 2 years, Alyce is crushing every TMF portfolio or index out there. What is really amazing is how Alyce's portfolio has the lowest risk around in terms of companies selected and also with 40% of portfolio in cash! I think this is astounding.

This has confirmed my long standing belief that chasing down the risk automatically takes care of rewards. Note - I consider treasury bonds to be rather risky as they protect only paper not wealth. So stocks come in naturally. By insisting on SRI, Alyce has automatically reduced the risk in her portfolio. I think she will do rather well with being appointed as a portfolio manager of any mutual fund or TMF portfolio service. I hope this is being noted.

Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (5) | Ignore Thread Prev | Next


Kiddie Card Board
Should kids have their own credit card?
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:

Apple Watch and the Rational Mind
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.