This is my portfolio, note that it does not display the realized profits nor bonds or cash waiting for the opportunity to be deployed. That amount is relatively high, thanks to realized gains on companies like Western Digital; Burlington Northern Santa Fe; and United States Gypsum. The accumulated profits on dividends or derivatives are not shown. It also does not show foreign exchange positions, like for example being at times net short or long on dollars, euros or other currencies. I therefore here disclose only my current stock and options investments.
Market quotes will be updated in 60 seconds.
To see the portfolio performance since 2006 click here.
Wise Investors Wanted - to share ideas - visit The Intelligent Investor Blog if you are interested !
GuruFocus Columnist
This portfolio page was specifically programed because there was no free tool that could do all this. It can be shared via a simple url. No login is required. It's fast. Never times out. USA and UK stock quotes have mostly less than a minute delay and quotes from other countries and options at most 20. Values can be shown in any currency (US$, Euro, Pound, Swiss Franc, etc). It updates itself alone every minute. It allows to build an international porfolio with stocks, options and long or short positions! Contact here.



"First, many in Wall Street - a community in which quality control is not prized - will sell investors anything they will buy."
- 2000 Letter to Shareholders
-- Warren Buffett

“So if the entire country became securities analysts, memorized Benjamin Graham’s Intelligent Investor and regularly attended Warren Buffett’s shareholder meetings, most people would, nevertheless, find themselves irresistibly drawn to hot initial public offerings, momentum strategies and investment fads… People would, in short, still be attracted to short-term, get rich quick schemes.
-- Seth Klarman

A stock market decline is as routine as a January blizzard in Colorado. If you're prepared, it can't hurt you. A decline is a great opportunity to pick up the bargains left behind by investors who are fleeing the storm in panic.
-- Peter Lynch

"One of the ironies of the stock market is the emphasis on activity. Brokers, using terms such as 'marketability' and 'liquidity," sing the praises of companies with high share turnover... but investors should understand that what is good for the croupier is not good for the customer. A hyperactive stock market is the pick pocket of enterprise."
-- Warren Buffett

"10. How good are the company’s cost analysis and accounting methods?
-- Philip A. Fisher - "One of the Fifteen points to look for in a common stock"

We never buy something with a price target in mind.
-- Warren Buffett

I find it quite useful to think of a free-market economy - or partly free market economy - as sort of the equivalent of an ecosystem. Just as animals flourish in niches, people who specialize in some narrow niche can do very well.
-- Charlie Munger

"If you expect to be a net saver during the next 5 years, should you hope for a higher or lower stock market during that period?"Many investors get this one wrong. Even though they are going to be net buyers of stocks for many years to come, they are elated when stock prices rise and depressed when they fall."This reaction makes no sense. Only those who will be sellers of equities in the near future should be happy at seeing stocks rise. Prospective purchasers should much prefer sinking prices."
- 1997 Chairman's Letter to Shareholders
-- Warren Buffett

"Investing is the one sphere of life and activity where victory, security and success is always to the minority and never to the majority."
-- John Maynard Keynes

"Over the long term it’s hard for a stock to earn a much better return than the business that underlies it earns."
-- Charlie Munger

"If you took out our top fifteen decisions, we would have a pretty average record. It wasn’t hyperactivity, but a hell of a lot of patience. You stuck to your principles and when opportunities came along, you pounced on them with vigor."
-- Charlie Munger

"5. Don’t quibble over eights and quarters."
"If the stock seems the right one and the price seems reasonably attractive at current levels, buy ‘at the market.’"
-- Philip A. Fisher - "One of the don'ts for investors"

"With a quizzically raised eyebrow, Mr. Christopher H. Browne described efficient-market theory, which holds that stock prices reflect all available information, as "garbage in, garbage out." When another investment manager claimed to have made 250 company visits in the preceding year, Mr. Browne muttered, "What did you do? Drive by and wave?"
-- Christopher H. Browne

"Individuals who cannot master their emotions are ill-suited to profit from the investment process"
-- Benjamin Graham

Investing is fun, exciting, and dangerous if you don't do any work.
-- Peter Lynch

“By holding expensive securities with low prospective returns, people choose to risk actual loss. We prefer the risk of lost opportunity to that of lost capital, and agree wholeheartedly with the sentiment espoused by respected value investor Jean-Marie Eveillard, when he said, “I would rather lose half our shareholders…than lose half our shareholder’s money…”
-- Seth Klarman

When managers want to get across the facts of the business to you, it can be done within the rules of accounting. Unfortunately, when they want to play games, at least in some industries, it can also be done within the rules of accounting. If you can't recognize the differences, you shouldn't be in the equity-picking business.
-- Warren Buffett

The value of a business is the cash it's going to produce in the future.
-- Warren Buffett