Dear Readers, Over the course of the next few weeks, I will be making some massive changes to to how the site operates. Firstly, I have been constrained in the discussion of the positions due to obligations to the fund. As a result, I intend to remove the monthly updates of the the Tay US Fund Portfolio specifically from this site. Accordingly, you will be able to find quarterly updates in a newly created site in due time. Moving away from that, I intend to create run a virtual portfolio on Marketocracy, which will make tracking the performance much easier. It will also allow me to post the rationale and thesis behind my investments freely. The focus will be on US equities, but I will try to bring into include global equities once I find the appropriate platform. Secondly, I will be discussing different quantitative strategies, and my own experiences ......