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CAPS / Lessons from CAPS


Subject:  Re: why shorting wins, why long term loses Date:  7/27/2007  9:35 AM
Author:  HelicalZz Number:  58 of 188

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.

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