Tag Archives: SINA

“Sprinkle Cupcake”: My Portfolio Strategy

“Sprinkle Cupcake”: My Portfolio Strategy

Posted on 16. Oct, 2011 by .

2

I have been thinking about a good way to describe my portfolio strategy. When you ask ten investors about their portfolio strategy, you will get ten different answers about value, growth, income, core, and core plus etc etc. Most of these terms mean different things to different people and way too obscure for a regular […]

Continue Reading

Limitations of Financial Modeling

Limitations of Financial Modeling

Posted on 10. Jul, 2011 by .

0

If you have read any of the research reports from wall street firms, you will notice the use of financial models to  estimate value of the firm and the target price for the stock. Financial models make us feel good and gives us the comfort in precise numbers and complex formula. The mathematical nature of financial modeling […]

Continue Reading

Review: First Half of 2011

Review: First Half of 2011

Posted on 06. Jul, 2011 by .

0

First half of 2011 ended in green for my portfolio. Period return for my portfolio was approximately 11% vs 5% S&P 500 return for the first half of the year. Of course, I am more interested in the long term return as I am not planning to liquidate the portfolio any time soon. Over long […]

Continue Reading

Investing in Early Stage Businesses

Investing in Early Stage Businesses

Posted on 29. Jun, 2011 by .

1

As I mentioned in my post about high quality business, I am a fan of technology enabled disruptive businesses, especially in their early stages when the company is growing rapidly. Of course, early stage companies are riskier than mature companies. So, we need to keep the portfolio allocation at a level that is commensurate with our […]

Continue Reading