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Jeff Paul
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Jeff Paul has been investing since his teen years, though his professional career has been in software engineering and education. His math classes participated in online stock market challenges, providing an opportunity to share his enthusiasm for investing with his students and the chance for... More
  • ORRF replaced with LARK 0 comments
    Nov 28, 2011 9:14 PM | about stocks: ORRF, LARK
    This is a little late...sorry...in my small cap model DG portfolio, ORRF suspended its dividend on Oct 27th.  Therefore, it was removed from this portfolio at the closing price on that date, and the proceeds, plus cash (~$7200 total) was invested in the next financial stock on my screen list, LARK as of that date.  

    The small cap portfolio currently has a gain of 3.19% since mid-August, vs 0.62% for the S&P.   

    Unfortunately, this portfolio did not own HGIC (it was next on the list), which got bought out for a 100% premium.  Given the volatility of smaller cap stocks, I plan to increase the number of holdings to 40 or 50 at the year-end rebalance, to reduce exposure to any specific firm.   This will also increase the chances of owning a buyout candidate, though also to have a div cut stock. 
    Stocks: ORRF, LARK
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