Strategies

Signs of progress in January

by Chris Rees|Published February 13, 2012

Author: Chris Rees, TenStocks

Covestor model: TenStocks

Macro-economic events currently drive micro-economic investment portfolios. Today the focus is on Europe. Tomorrow it may be China, Japan, the US or someplace else.

What we have done for twenty years is to build value into the portfolio by doing company-by-company analysis and then assembling the portfolio together like a jigsaw puzzle so it is diversified across sectors, currencies and geographies. If we do a decent job of putting value in, regardless of what happens with the broader macro-economic landscape, the portfolio is better positioned to move higher. We saw some signs of that in January.

For a better sense of my overall investment strategy in 2012 (and four stocks that I like in particular) check out this recent Q &A session I conducted with Covestor. Some readers may find it of interest.

AUTHOR

Chris Rees

I am a self-taught individual investor and a portfolio manager with more than 20 years of experience. I focus on deep value and special situation investing. You can read more about me and the unique way I became a portfolio manager on my own website, located below my picture. I believe, my personal investment expertise is in creating and managing concentrated investment portfolios. I am featured in the book The Warren Buffetts Next Door: The World's Greatest Investors You've Never Heard Of and What You Can Learn From Them by Matthew Schifrin.

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