This list will be changed periodically. Good thematic backing industry trends and competitive dynamics. Degree of accumulation being demonstrated. A need for balance between growth and value overall. Avoiding excessive industry concentration We can have a cash portion of this portfolio, as well as the ability to add bonds if they particularly attractive.
All ideas have targets and sell stops.
We may elect to raise targets and protective sell stops if the performance and prospects warrant. This would allow you to stop your losses early and let your profits run. These are stocks with intermediate to long term attractiveness and only coincidentally would have trading appeal. Further, they have not been constructed with an eye to achieving perfect industry sector weightings. In fact, they are relatively indifferent to industry concentration.