1. Do a better job on my watchlist. Cannot just put names on a spreadsheet and track weekly.Have to follow a plan. Simple one is just having two columns (Yellow - starter position,Green- buy). Even just one column as a reference point.2. Start my own "Shipping index" and benchmark vs SEA, own picks3. Expand the number of holdings in the port. Been thinking about this and I think I have a wayof getting there. Decide on a size, every time a position drops below that size, it doesn't count as a pick. To avoid over-accumulation of non-picks, figure out a percentage, 10% makessense for 2013. Right now, using 1% as the guideline, I have 21 picks and 9 non-picks
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