That is a really good portfolio. All of those companies have superb business plans. You know that you are doing something right when the lowest profit that one of your companies lists is 75M. Honestly, that's a really good portfolio. The only thing I might do different is hold a different percentage of BBBY, drop that to maybe 7 or 8.
Welcome aboard Roberto! :welcome Excellent portfolio, IMHO. All solid profit earning companies with good long and short term prospects. Looks like you've made some astute investments and should continue to do very well. I also like the fact you have a manageble amount of stocks, so it should be easy to track them.
[quote:f20958227b="Roberto"]Hi! I'm a new user for italy. What do you think abaut my portfolio: KRB: MBNA 16% APOL: Apollo 6% COF: Capital one fin. 25% GDW: Golden West 8% BBBY: Bed Bath... 10% CAH: Cardinal Health 18% HDI: Harley Dav. 20%[/quote:f20958227b] That looks very good, I was just wondering, do you own this many percent of each company or is that the precentage increase the stocks have gone up since you bought them?
They are the percentage of my portfolio. For example if my portfolio is 100, 6 is Apollo, 10 is BBBY, 25 is COF and so on.