Email of the day (4)
On my personal top-10 equity holdings:
"What a pain we dinosaurs must be! Searching for your 'top-10' equity portfolio produced 39 entries including top 10 (no hyphen) phone makers and top 10% (no hyphen) urban households etc. and the July 14, 2010 suggestion that you would update the list again 'soon', but my search did not produce the new list. What am I missing?
"I continue to enjoy your insights enormously!"
David Fuller's view No pain felt, and we "dinosaurs" have evolved into 'birds of a feather…" …have we not?
I have been reviewing my personal top-10 equity holdings individually - six of them were mentioned on Tuesday (see the item between Emails 4 and 5). However a full review is overdue and I will provide it next week.