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https://boards.fool.com/to-chime-in-my-caps-port-is-playing-out-right-25727996.aspx
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| Subject: Re: why shorting wins, why long term loses | Date: 7/27/2007 9:35 AM | |
| Author: HelicalZz | Number: 58 of 188 | |
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To chime in - my CAPS port is playing out right now as a poster child for patience. I just saw my score go over 80, but I've had the beanie for the better part of the last 6 months. I have a sector oriented port - so it's just going to be out of favor from time to time. The internal benchmark I have in the port (an ETF - PBE) is a significant laggard. Yet good companies that I've held when they were down are rising, and my score with them - GE, LLY, CVS - all were anchors at one point, but now are breaking past the S&P. I don't own many of my CAPS picks, my real life port will never be that over allocated to one sector (even healthcare). But I do own 2 of my 3 worst CAPS picks, and would buy them again today (and the third worst in appealing as well). Patience is paying off for me in CAPS - nice lesson. Zz |
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