Comments for Magic Formula Investing http://www.magic-formula-investing.net Tue, 30 Sep 2008 23:40:42 +0000 http://wordpress.org/?v=2.5.1 Comment on Magic Formula Purchases for Sept. 2008 by joseph http://www.magic-formula-investing.net/2008/09/13/magic-formula-purchases-for-sept-2008/#comment-212 joseph Wed, 17 Sep 2008 05:14:55 +0000 http://www.magic-formula-investing.net/?p=21#comment-212 hi, are you familiar with this website . Would like to get your thoughts on it. thanks http://members.cox.net/econisvoodoo/piotroski/greenblatt.TRADEDUS.GL.AC.html hi, are you familiar with this website . Would like to get your thoughts on it. thanks
http://members.cox.net/econisvoodoo/piotroski/greenblatt.TRADEDUS.GL.AC.html

]]> Comment on Magic Formula Purchases for August 2008 by Kerim http://www.magic-formula-investing.net/2008/08/12/magic-formula-purchases-for-august-2008/#comment-117 Kerim Wed, 27 Aug 2008 03:25:50 +0000 http://www.magic-formula-investing.net/?p=20#comment-117 Hi there! I also read the Little Book that Beats the Market. It made lots of sense to me. I was also curious to see if it works. So just like you, I also started my Magic Formula Fund. You can see details here: http://magic-formula-executed.blogspot.com/ We should link to eachother's blogs from our main pages... Kerim Hi there!

I also read the Little Book that Beats the Market. It made lots of sense to me.

I was also curious to see if it works. So just like you, I also started my Magic Formula Fund. You can see details here:

http://magic-formula-executed.blogspot.com/

We should link to eachother’s blogs from our main pages…

Kerim

]]> Comment on June purchases for Magic Formula Portfolio by joseph http://www.magic-formula-investing.net/2008/06/16/june-purchases-for-magic-formula-portfolio/#comment-35 joseph Thu, 19 Jun 2008 17:39:38 +0000 http://www.magic-formula-investing.net/?p=16#comment-35 I read your January comment that you hope your average holding will be 3 years. Are you planning to hold on to a stock that after one year is still on the list regardless if it made money or not ? what about selling a portion of the stock to realize profits after 12 months? thanks I read your January comment that you hope your average holding will be 3 years. Are you planning to hold on to a stock that after one year is still on the list regardless if it made money or not ? what about selling a portion of the stock to realize profits after 12 months? thanks

]]> Comment on May Purchases for the Magic Formula Portfolio by joseph http://www.magic-formula-investing.net/2008/05/10/may-purchases-for-the-magic-formula-portfolio/#comment-29 joseph Wed, 11 Jun 2008 00:35:44 +0000 http://www.magic-formula-investing.net/2008/05/10/may-purchases-for-the-magic-formula-portfolio/#comment-29 so far my portfolio consists of Vaalco up 57% with a year almost gone and I will need to decide if to hold or to sell. same profit and sale decision with BP Prudhue. In addition I have SAIC up 15% with Sept annual review, FRX and KFY which lost approx 15% with Sept review and VPHM up about 12% . Book recommends buying every 2-3 months while you mention that you are adding monthly. What is your opinion on sell/hold decision of stocks that still show on the Magic Formula list after 12 months. regards so far my portfolio consists of Vaalco up 57% with a year almost gone and I will need to decide if to hold or to sell. same profit and sale decision with BP Prudhue. In addition I have SAIC up 15% with Sept annual review, FRX and KFY which lost approx 15% with Sept review and VPHM up about 12% .
Book recommends buying every 2-3 months while you mention that you are adding monthly. What is your opinion on sell/hold decision of stocks that still show on the Magic Formula list after 12 months. regards

]]> Comment on Joel Greenblatt Buys Office Depot by Investment Portfolio « bert frenso http://www.magic-formula-investing.net/2008/02/18/joel-greenblatt-buys-office-depot/#comment-9 Investment Portfolio « bert frenso Mon, 21 Apr 2008 14:45:23 +0000 http://www.magic-formula-investing.net/2008/02/18/joel-greenblatt-buys-office-depot/#comment-9 [...] Recent investment by Joel Greenblatt. [...] [...] Recent investment by Joel Greenblatt. [...]

]]> Comment on Magic Formula Portfolio Policy by Chris http://www.magic-formula-investing.net/2008/01/27/magic-formula-portfolio-policy/#comment-2 Chris Mon, 04 Feb 2008 15:22:02 +0000 http://www.magic-formula-investing.net/2008/01/27/magic-formula-portfolio-policy/#comment-2 The meaning of Joel Greenblatt's statement about 3-5 years means you need to follow the plan for 3-5 years. Not you need to hold stocks for 3-5 years. HIs magic formula was tested using the prarameters outlined in his book. Buy 20-30 postions over the couse of a year then hold each postion for 1 year. Holding stocks for 3-5 years using Greenblatt's criteria may or may not produce the results you want. The meaning of Joel Greenblatt’s statement about 3-5 years means you need to follow the plan for 3-5 years. Not you need to hold stocks for 3-5 years. HIs magic formula was tested using the prarameters outlined in his book. Buy 20-30 postions over the couse of a year then hold each postion for 1 year. Holding stocks for 3-5 years using Greenblatt’s criteria may or may not produce the results you want.

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