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Updates

I'll be reviewing approximately 6 portfolios one at a time over the coming weeks. I plan to present more frequent updates, as time permits.

The portfolios will cover: Tech, Consumer Durables, Commodities, Biotechs, ETFs, and China/India(possibly Brazil/Russia) --- the BRICs...

Commodities will not just be OIL, but may cover alternative energies....

I'll also cover some random thoughts and stocks that look like good entries.

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Tracking Short List 2/10/09

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Ahead with Index Funds

http://www.gregkarp.com/blog/2009/04/22/indexes-trump-managers%e2%80%a6again/ Adding to the pile of evidence that you can’t beat the market was a Standard & Poor’s study released this week. It found that over the five-year period from 2004 to 2008, the S&P 500, a popular index for big-company stocks, beat 71.9 percent of actively managed funds, those who employ a stock-picker. That’s especially striking, considering those high-paid stock-pickers are supposed to be able to trounce the general market during a recession. Among funds that held medium-sized company stocks, 75.9 percent lost to the index. (S&P MidCap 400). The story is even more profound among small-company stocks. The index, S&P SmallCap 600, outperformed 85.5 percent of funds that concentrate on small companies. Results were similar for the five-year period from 1999 to 2003, Standard & Poor’s said. Same story with funds that hold stocks of international companies. “But,” you might think, “I’ll just cho...