Sunday, December 4, 2011

Punch Card Portfolio Issue #13

Three months into the Punch Card Portfolio newsletter and weekly issue #13 will be sent to subscribers tonight.

The portfolio currently has 10 positions and has sold another 6 prior holdings.

A bit more active than I expected to be, but we had some lucky timing in front of market rallies.  I'm not opposed to taking short term gains if they are large enough.

Send me an e-mail if you would like to sample a back issue.

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