I happened to remember that one and navigated to it via the company page. I’m not sure of a consolidated list of month-by-month BBN links, but I may have to pass a long a suggestion for such.
December Tom G. Stock Advisor BBNs:
https://www.fool.com/premium/stock-advisor/coverage/18/cover…
December Rule Breakers BBNs:
https://www.fool.com/premium/rule-breakers/coverage/1069/cov…
Here’s a link to a Rule Breakers board post where a member discusses his tracking of RB BBN performance historically:
http://boards.fool.com/1069/10-years-of-bbn-data-32948406.as…
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mekong’s link is a useful one.
If anyone cares, here are the companies I am presently trying to decide between for starting new positions, and their associated rankings.
Present Rank (out of 5 stars) Symbol Company Name
4.00 TLND Talend
3.75 AYX Alteryx
3.75 APPN Appian
3.75 PSTG Pure Storage
3.75 SBUX Starbucks
3.75 ALRM Alarm.com
3.75 JUNO Juno Therapeutics
3.75 SWKS Skyworks Solutions
3.50 PAYC Paycom
Well, I guess I might have missed the boat on Juno. Up over 30 to 45-ish% in after-hours trading (from closing under $46/share to jumping to $66-ish/share) after rumors of a Celgene buy-out (which I already have a small position in).
https://www.marketwatch.com/story/celgene-in-talks-to-buy-ju…
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Thanks again, Saul. Another enjoyable and educational read.
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In conclusion, I’d say that reducing the number of my positions was the most important change.
As Mark Twain said, there is nothing like a hanging to focus the mind.
And I think this is true of a concentrated portfolio. If you have 50 stocks, you are likely “widely diversified” and you don’t have to care if the stock representing 1% of you portfolio starts doing poorly. But if you have 12-15 stocks and 5 of them are 50% of your portfolio, you are focused. You could be hung any minute if you don’t know what is going on in the underlying company. you have to know ahead of time that when a short seller comes out, he is full of BS and you can buy after a 15% dip. You have to know if a miss in earnings is representative of a major change or a one time blimp. You can’t do that with 50 stocks. You must do that with 13 stocks. And if you can’t, you better not try to invest like Saul.
P.
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But if you have 12-15 stocks and 5 of them are 50% of your portfolio, you are focused… You can’t do that with 50 stocks. You must do that with 13 stocks.
I can’t do that with more than one or at most two companies. I’m very impressed with people who can handle more than that.
-IGU-
(invested in TSLA and AAPL, gambling in SHOP)