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.