A Look at 13F Changes of the ‘Top 75′ Great Investors

A Look at 13F Changes of the ‘Top 75′ Great Investors

http://newsdoors.blogspot.com/2012/11/a-look-at-13f-changes-of-top-75-great.html

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:

http://newsdoors.blogspot.com/2012/11/a-look-at-13f-changes-of-top-75-great.html