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Oh shit! I missed the stock market rally!
By Investment Moats  •  February 9, 2012
Oh shit! I missed the stock market rally! oh shit So here is the thing this run up since the end of December have been up and up for 1 month. Many have wanted to add during the correction, but there just wasn’t one. Reminds me of the bull run from 2009. It teaches you that
  1. in a bull run, the pull backs are small and infrequent
  2. the largest part of the bull run may occur over 10 to 20 days
  3. you underperformed when you couldn’t get leg in fast enough
  4. if you see companies that are valued and with a margin of safety you should systematically own it
My portfolio currently underperforms due to being yield heavy. I am comfortable in this 48% invested position. If the market continues to go up, picking up value stocks that yields should still do well. 50% of my returns will come from dividends. Having a few “strikers” will lets you keep up ......
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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