Entering text into the input field will update the search result below

Portfolio Makeover

Apr. 20, 2011 10:31 AM ET
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

I've performed a radical makeover of my primary portfolio, moving from ETF's to a Value Plus strategy using stocks as my primary security. 

I cleaned out all ETF holdings and replaced them with individual stocks throughout March and April 2011.

The reason is simple. Using ETF's the last two years was less than successful, resulting in mediocre returns. Portfolio returns for 2010 were just under double digits, disappointing to say the least.

ETF's are not the problem, it was my execution. So after a great deal of research I have now implemented what I call Value Plus.

It's a portfolio management strategy using my version of the renowned Dodd/Graham/Buffet philosophy of buying companies at discounted prices. In addition it is coupled with my 'Trend Tracking' approach using recent momentum/trending. 

The portfolio is posted here and off to a great start. I'm a firm believer in implementing the style of portfolio management that best suits each individual investor. For me that means buying good values when they appear to be in a longer term uptrend, and holding those securities for the longer term.

It also means adhering to stop loss principals, and using the tools available to avoid major Bear Markets.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.