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argonaut

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Posts posted by argonaut

  1. As a Seattlelite; it is amazing to me to see all of the town spirit! Buildings have "12" banners on their sides,Starbucks folks wearing 12th man jerseys..and in every store(my family and I are out and about this morning) there are folks wearing the 12th man jerseys...I'm not knowledgable to predict a winner..the supporting spirit though is wonderful!

  2. I take into account the strength of my conviction in the upside vs downside risk against my goal of a pretty focused portfolio of at the moment 13-15 positions..some eg are large WFC and CHK of over 10% size at the time of purchase when bought a couple of years ago with lots of safety and upside. Vs newer smaller positions where I am not as sure of so the sizes are smaller eg. Perhaps 4-6% each. I'd like to find a few more 10% positions but as the portfolio grows I find I need a certain level of comfort to make this size purchase...Is this the sort of info you are looking for?

     

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