Right, now we’ve had a peek at TGISVP Q1 performance, let’s also look at performance for stocks I actually own & have recommended. First, a few notes:
This is the performance that really matters! As I browse the web daily, I’m slightly disappointed to read about so many shares where the writer doesn’t own/disclose a holding. I’m far more interested in, and put a far greater weighting on, somebody writing about a share they actually own! Well, unless they’re a ‘PI‘ writing absolute bollocks on a message board..! And if they disclose their % portfolio stake, in many cases I think that tells you a lot about their conviction & risk perception regarding the stock. All too few writers share this, and I’m perplexed as to why? Yes, I’d like to see their pretty panties, but I don’t need (or want!) to see inside them... This info. gives no clue as to the absolute value of a writer’s position or portfolio (in my case, I might make a rare exception for a v thinly traded stock).