tag:blogger.com,1999:blog-4631423976894080706.post3179540071791936526..comments2023-10-17T06:55:06.255-04:00Comments on the red corner: Portfolio Updatered.http://www.blogger.com/profile/04089263693762295793noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-4631423976894080706.post-44113244088996526512013-07-23T18:23:34.047-04:002013-07-23T18:23:34.047-04:00Portfolio considerations are very important of cou...Portfolio considerations are very important of course. I'm still building up my stocks (about 50% allocated right now, rest is in cash) and perfectly willing to sit Precia out for a few years.hanshttps://www.blogger.com/profile/15420105182692131525noreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-36340780287506667962013-07-23T14:56:26.008-04:002013-07-23T14:56:26.008-04:00Hi Hans,
Its value hasn't changed. My decisio...Hi Hans,<br /><br />Its value hasn't changed. My decision to sell is basically of a reflection of the fact that a substantial share of my portfolio allocation is weighted toward "patient value" rather than "value with catalyst" opportunities. So my decision to sell is very much to do with the idiosyncracies of my portfolio rather than with the my confidence in Precia. <br /><br />As I say, I'll probably come back to it and probably at a higher entry price. red.https://www.blogger.com/profile/04089263693762295793noreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-82696372832968343332013-07-23T14:49:52.504-04:002013-07-23T14:49:52.504-04:00Funny...I just bought it a few months ago at 75 af...Funny...I just bought it a few months ago at 75 after I read about Precia on your blog and others.hanshttps://www.blogger.com/profile/15420105182692131525noreply@blogger.com