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 at most a 5 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! Want a portfolio like this (no charge)? Contact here.



“Why not invest your assets in the companies you really like? As Mae West said, “Too much of a good thing can be wonderful”.
-- Warren Buffett

"I don’t read economic forecasts – I don’t read the funny papers"
-- Warren Buffett

"Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well."
-- Warren Buffett

"All paid employments absorb and degrade the mind."
-- Aristotle

Find out what you really love to do, and then find a way to make a good living doing it.
-- Napoleon Hill

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

If you can't find any companies that you think are attractive, put your money in the bank until you discover some.
-- Peter Lynch

Everybody engaged in complex work needs colleagues. Just the discipline of having to put your thoughts in order with somebody else is a very useful thing.
-- Charlie Munger

“What are you doing your competitors aren’t doing yet?”
-- Philip A. Fisher

"You leave yourself an enormous margin of safety. You build a bridge that 30,000-pound trucks can go across and then you drive 10,000-pound trucks across it. That is the way I like to go across bridges."
- Financial World, June 13, 1984.

Mimicking the herd invites regression to the mean.
-- Charlie Munger

"The investor cannot pinpoint just how much per share a particular company will earn two years from now. As a matter of fact, the company's top management cannot. Under these circumstances, how can anyone say with even moderate precision just what is overpriced for an outstanding company with an unusually rapid growth rate? If the growth rate is so good that in another ten years the company might well have quadrupled, is it really of such great concern whether at the moment the stock might or might not be 35% overpriced? That which really matters is not to disturb a position that is going to be worth a great deal more later."
-- Philip A. Fisher

In the short run, the market is a voting machine; in the long run, it's a weighing machine.
-- Warren Buffett

"The managers at fault periodically report on the lesson they have learned from the latest disappointment. They then usually seek out future lessons."
-- Warren Buffett

"Once you do have a great business selling at a good price with a satisfactory margin of safety, don't panic if the stock price drops after you buy. Changes in stock price have nothing to do with risk."
-- Tweedy Browne

Intense interest in any subject is indispensable if you're really going to excel in it.
-- Charlie Munger

On acquiring bad companies for cheap prices: "In my early days as a manager I, too, dated a few toads. They were cheap dates - I've never been much of a sport - but my results matched those of acquirers who courted higher-price toads. I kissed and they croaked."
-- Warren Buffett

"Investing is where you find a few great companies and then sit on your ass"
-- Charlie Munger