Tuesday, March 11, 2014

Dogs versus Darlings

On Wednesday 12 March 2014, I have set up a tracking portfolio populated by 4 market darlings and 4 market dogs.

The market darlings are OFX, REA, IPP and XRO.

The market dogs comprised of 4 mining services companies which shall remain anonymous at this time.

We will revisit this portfolio on a periodic basis. Hopefully some lessons and insights can be gained from this very simple exercise in real time.

Yours Truly

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