Chris Rees – Page 3 – Smarter Investing

Chris Rees

27 posts

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.

In September we found ourselves in a veritable meteorite storm of falling prices and bad news.

Strategies

Our portfolio got Buffetted

August presented the opportunity we were waiting for – here’s what we bought

For the first time, the full intended composition and shape of the portfolio can now be seen.

Strategies

August presented the opportunity we were waiting for – here’s …

Chris Rees September Monthly Investment Report (BAC, IMOS)

The S&P 500 has fallen approximately 13% between August 27, 2010 and its recent April 23, 2010 high and being 90% cash during this period was not a bad place to be. The lower market in August allowed us to put a bit more money to work. We added Chipmos Technologies (IMOS) and Bank of America (BAC). We believe both will contribute to long term future performance.

Strategies