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.
Markets are closed, quotes will be updated once they open.
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.



"It's got to be the best intellectual exercise out there. You're seeing through new situations every ten minutes. In the stock market you don't base your decisions on what the market is doing, but on what you think is rational. Bridge is about weighing gain/loss ratios. You're doing calculations all the time." Forbes. June 2, 1997.[1]
-- Warren Buffett

"Our favourite holding period is forever."
-- Warren Buffett

Your investor's edge is not something you get from Wall Street experts. It's something you already have. You can outperform the experts if you use your edge by investing in companies or industries you already understand.
-- Peter Lynch

In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero.
-- Charlie Munger

Book value is an accounting concept, recording the accumulated financial input from both contributed capital and retained earnings. Intrinsic business value is an economic concept, estimating future cash output discounted to present value. Book value tells you what has been put in; intrinsic business value estimates what can be taken out.
-- Warren Buffett

The whole problem with the world is that fools and fanatics are always so certain of themselves, but wiser people so full of doubts.
-- Bertrand Russel

"Charlie and I decided long ago that in an investment lifetime it's too hard to make hundreds of smart decisions. That judgement became ever more compelling as Berkshire's capital mushroomed and the universe of investments that could significantly affect our results shrank dramatically. Therefore, we adopted a strategy that required our being smart - and not too smart at that - only a very few times. Indeed, we'll now settle for one good idea a year. (Charlie says it's my turn.)"
-- Warren Buffett

"The Stock Market is designed to transfer money from the active to the patient"
-- Warren Buffett

"The chief losses to investors come from the purchase of low quality securities at times of favorable business conditions"
-- Benjamin Graham

"I like to go for cinches. I like to shoot fish in a barrel. But I like to do it after the water has run out."- Oct. 2003 talking with Wharton MBA students
-- Warren Buffett

"8. Does the company have outstanding executive relations?"
-- Philip A. Fisher - "One of the Fifteen points to look for in a common stock"

"The list of qualities [an investor ought to have] include patience, self-reliance, common sense, a tolerance for pain, open-mindedness, detachment, persistence, humility, flexibility, a willingness to do independent research, an equal willingness to admit mistakes, and the ability to ignore general panic."
-- Peter Lynch

The very term "value investing" is redundant. What is investing if it is not the act of seeking value at least sufficient to justify the amount paid? Consciously paying more for a stock than its calculated value - in the hope that it can soon be sold for a still-higher price - should be labeled speculation (which is neither illegal, immoral nor -- in our view -- financially fattening).
-- Warren Buffett

Avoid working directly under somebody you don't admire and don't want to be like.
-- Charlie Munger

"Price is what you pay. Value is what you get."
-- Warren Buffett

"I like buying companies that can be run by monkeys - because one day they will be."
-- Peter Lynch

"Ben's Mr. Market allegory may seem out-of-date in today's investment world, in which most professionals and academicians talk of efficient markets, dynamic hedging and betas. Their interest in such matters is understandable, since techniques shrouded in mystery clearly have value to the purveyor of investment advice. After all, what witch doctor has ever achieved fame and fortune by simply advising 'Take two aspirins'?"
- 1987 Chairman's Letter to Shareholders
-- Warren Buffett

"Can you really explain to a fish what it's like to walk on land? One day on land is worth a thousand years of talking about it, and one day running a business has exactly the same kind of value."
-- Warren Buffett