A Look at 13F Changes of the ‘Top 75′ Great Investors
I make changes to my portfolio and those of my clients once a quarter, where I trade out of 2-4 of my ~35 companies, and buy a similar number of new companies. I have detailed that in this article.
But one thing that I do differently now is where I source ideas. There are three places:
Articles I read that seem to have good ideas. I print them out and put them in a folder.
My industry studies.
Scanning the 13Fs of ~75 clever investors. That’s the new part.
I’m not going to write a lot more commentary this evening. I’m just going to give you a results dump. I have already gone through my results and made changes to my clients’ portfolios, save for one stock that is a little illiquid, and will take some time to acquire.
As it is, I want to share the following data with you from my trolling through the 13F filings: