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I'm almost surprised it took only five months for a new post... I believe that at the beginning Nathan was enthusiastic with his Orange Portfolio but his boss burdened him with tasks impeding him to allow any decent amount of time for the Orange Portfolio. Only two buys in 14 months? this can't be explained by the bull market.

Because of this non-official, but quite practical, death of the Orange Portfolio, I don't assign any particular attention or status to my stocks which happen to be in the Orange Portfolio, nor would I buy any if the only reason was its presence in the Orange Portfolio. For the record, I have full positions on PDS, ITRN, ARCO and a small position on VET; I sold NTDOY in July at 15.75; I never had any position on CHKP, FRCOY, FANUY.

Good luck,

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