Wednesday, September 22, 2010

Don't be concerned that we are making changes to the portfolio mid-week. There is always some randomness in the price behavior of stocks and as it turns out, the stocks that we are selling have out-performed the stocks that we are buying this week so our portfolio actually profited from the delay of a couple of days.

The reason for the delay is that my data provider was unable to deliver the data to me over the weekend. This is the first time this has happened in over 6 years, and I expect it is a one-time thing.


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