Be A Master of Few, Not a Student of Many to Improve Your Portfolio Returns, Part II

November 15, 2006 - This blog is a continuation of my previous entry. I was going to wait uintil next week to post it, but was in a writing mood today so since I finished writing it earlier, here it is. From March 2005 to March 2006, I achieved a 40% return in my portfolio with 100% long positions. This year, from March to mid-September, I was up 35%. A…