Hi,I find interesting the exercize of summarizing my GG positions. It was easy because unlike Anurag, I have only 85 stocks. Here I go.A) Sold.This list includes only the positions I sold since 2012/07/01. The returns include commissions and income, and are not annualized. The main criterion for selling, in all cases, was the too-low (or even non-existent) dividend, except PRD which was forced (grrr, now I know why I don't like preferred stocks).AIBYY, -98%NBG, -84%LYG, -55%PRD, +174% (this was forced)BAP, +142%SBMRY, +158%CCH, +13%ADDYY, +37%FMX, +144%NVO, +220%GSH, +13%BAM, +0.02% (no kidding; I admit price anchoring here :-)TTM, +232%RDY, +21%CLPHY, +14%BAK, +158%B) Added to.This list includes only the positions I added to since 2012/07/01, along with the price I paid. I really mean "added" because I opened no new position on a GG stock since 2012/03/29 (CHEOY).ITRN, 10.90$ (orange portfolio)CEL, 6.06$, 8.86$ (speculation)ARCO, 13.06$, 13.48$ (orange portfolio and I'm enticed by the growth prospects here)TEVA, 36.85$ (mainly averaging down)NTDOY, 13.38$ (speculation and orange portfolio)GSK, 44.58$ (dividend, miam)C) Holding.The returns include commissions except on the share I still hold, plus all income (including writing of a few covered calls), calculated as of 2013/03/28.SLT, -48% (managed to be worse than CGA!)CGA, -46% (will sell when appropriate for cap loss harvesting)PD, -42%GDFZY, -36%CEL, -30% (considering to sell)CX, -19%NTDOY, -14%COS, -12%ARCO, -10% (will add to it)TEVA, -6% (considering to sell)SCPZY, +1%SKM, +3%MIL, +15%CHEOY, +16%GSK, +17%CHL, +18%ITRN, +25%PT, +26% (considering to sell)CRESY, +32% (considering to sell)MTNOY, +33%RSI, +33%TLK, +33%UL, +40%AMX, +42% (considering to sell)SSL, +42%NVS, +51%FHCO, +57%HDB, +64%AFN, +70%TSRYY, +75%BLX, +80% (will add to it)VET, +84%PVD, +96%AKO.A, +103%PM, +103%YUM, +106%NTE, +115%WMMVY, +115% (considering to sell)BIP, +125%OMAB, +217%/*****/Another aspect of the discussion is what I've done after GG to compensate the loss of international coverage. As you've seen, I've kept (even added to) a few orange stocks. But mainly, I subscribed to Income Investor and opened positions on seven of their international recommendations (one more, and I'll have bought all their international recommendations which are not on hold). As a Canadian, I also own four Canadian stocks that most of you would consider international (Canadian tickers): CM (+54%), P (+127%), PWT (+64%), RY (+144%).Happy investing,Saarkhxlong ... see above
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