March 24, 2015

Stock Picks–November, 2014 to March 24, 2015

Category: Money & Investments — jerry @ 4:09 pm

Pardon my absence since just prior to Thanksgiving, but I had some website issues which I neglected and only recently got fixed (hired a freelancer in New Zealand–ah, the times we live in!)

Much has happened since then. For one thing I was featured at FORBES online. Marketocracy–of which I have written much here–approached me out of nowhere to remind me how brilliant I’ve been with my picks (I now have an 11-year record with them, far surpassing the market as a whole, in 2 different mutual funds I ran there).

I had been neglecting my Marketocracy funds the last several years after they shut the investor forums down. My funds suffered accordingly (I guess “Buy and Hold” doesn’t really work that well), but with the impending article I started getting active again, sold off my losers, and picked up others to match my “real world” holdings.

Marketocracy started offering a “mirror fund” to my own picks (and my own real world holdings) December 11, 2014, and as of this writing a little over 3 months later I am up 16.47% compared to the S&P500 increase of only 3.95% during the same period. Information on investing in this mirror fund–all buys and sells managed by me–are available at the Marketocracy site. (Minimum investment amount is $100,000. HOWEVER, “friends and family” can get in for $25,000. You can contact me at the blog to become my “new best friend”, I suppose, by commenting below–I will have your email then and we can private message…)

Just to get up to date here at the blog with my picks since Thanksgiving: they are China XD Plastics Company Ltd. (cxdc), Altisource Portfolio Solutions S.A. (ASPS), Methode Electronics, Inc. (MEI), PRA Group, Inc. (PRAA), Panhandle Oil and Gas Inc. (PHX), Bancolombia S.A. (CIB), The McClatchy Company (MNI), and InnerWorkings Inc. (INWK).

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