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.



The market, like the Lord, helps those who help themselves. But unlike the Lord, the market does not forgive those who know not what they do.
-- Warren Buffett

"3. How effective are the company’s research and development efforts in relation to its size?"
-- Philip A. Fisher - "One of the Fifteen points to look for in a common stock"

"14. Does the management talk freely to investors about its affairs when things are going well but "clam up" when troubles and disappointments occur?"
-- Philip A. Fisher - "One of the Fifteen points to look for in a common stock"

"2. Don’t ignore a good stock just because it is traded ‘over the counter.’"
-- Philip A. Fisher - "One of the don'ts for investors"

There is always something to worry about. Avoid weekend thinking and ignore the latest dire predictions of the newscasters. Sell a stock because the company's fundamentals deteriorate, not because the sky is falling.
-- Peter Lynch

"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

"Investors making purchases in an overheated market need to recognize that it may often take an extended period for the value of even an outstanding company to catch up with the price they paid."
Berkshire Hathaway 1998 Annual Meeting
-- Warren Buffett

If you're not learning while you're earning, you're cheating yourself out of the better portion of your compensation.
-- Napoleon Hill

Owning stocks is like having children - don't get involved with more than you can handle.
-- Peter Lynch

Beware the investment activity that produces applause; the great moves are usually greeted by yawns.
-- Warren Buffett

Experience tends to confirm a long-held notion that being prepared, on a few occasions in a lifetime, to act promptly in scale, in doing some simple and logical thing, will often dramatically improve the financial results of that lifetime. A few major opportunities, clearly recognizable as such, will usually come to one who continuously searches and waits, with a curious mind that loves diagnosis involving multiple variables. And then all that is required is a willingness to bet heavily when the odds are extremely favorable, using resources available as a result of prudence and patience in the past.
-- Charlie Munger

"Don’t forget your Gilbert and Sullivan."
-- Philip A. Fisher - "One of the don'ts for investors"

"In a difficult business, no sooner is one problem solved than another surfaces - never is there just one cockroach in the kitchen."
-- Warren Buffett

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

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

The ideal business is one that earns very high returns on capital and that keeps using lots of capital at those high returns. That becomes a compounding machine.
-- Warren Buffett

I have learned silence from the talkative, toleration from the intolerant, and kindness from the unkind; yet, strange, I am ungrateful to these teachers.
-- Kahlil Gibran

"The stock market it there to serve you, not to command you"
-- Benjamin Graham