How I invest my money
We think the very term ‘value investing’ is redundant.
portfolio
How I invest my money
Our asset allocation has not changed in twenty-three years. It has been 100% allocated to common stocks. Prior to that, that is prior to the fall of 2002, we had been 100% in two-year government bonds for five years.
My investment performance and how I invest my money
It is value investing pure and simple with a concentrated portfolio, but the companies must have really good growth prospects.
How I invest my money
What a value investor’s concentrated portfolio looks like.
How I invest my money
This approach has worked
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