Epiphany Investing

Searching Out the Optimal Portfolio of “Revelation” Stocks

Trims & Trades for Secular Trends Portfolio

Posted on | April 2, 2009 Time: 1:05 pm |

The Secular Trends Portfolio has enjoyed a quiet (0% turnover) first quarter, and now sits with about 20% of outperformance over our benchmark S&P 500. Internally, the portfolio has seen widely divergent returns within the individual holdings, causing the weightings to “get off the rails” from where I’d like them to be.

As such, I am reducing the position in Petrobras; selling 400 shares @ $34.44

Also trimming 1200 shares of NVIDIA @ $10.50 even.

Be on the lookout for some major side upgrades as my previous work projects (which have restricted my ability to cover several stocks) have now ended. Rest assured that your pilot/author/researcher/investor-in-Chief has been truly unable to stop living and breathing this once in a lifetime market.

As we approach 1st quarter earnings, I will begin the arduous task of assigning some earnings estimates and valuations to holdings and candidates. In this environment, the only way to pull it off will be with a side of artistry.

Ryan Barnes

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Read more on S&P 500 (SPX), Petrobras, NVIDIA at Wikinvest
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