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.
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To see the portfolio performance since 2006 click here.
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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.



Often, there is no correlation between the success of a company's operations and the success of its stock over a few months or even a few years. In the long term, there is a 100 percent correlation between the success of the company and the success of its stock. This disparity is the key to making money; it pays to be patient, and to own successful
-- Peter Lynch

"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"

"3. Don’t buy a stock just because you like the ‘tone’ of its annual report."
"The annual report may…reflect little more than the skill of the company’s public relations department in creating an impression about the company in the public mind."
-- Philip A. Fisher - "One of the don'ts for investors"

“You do things when the opportunities come along. I’ve had periods in my life when I’ve had a bundle of ideas come along, and I’ve had long dry spells. If I get an idea next week, I’ll do something. If not, I won’t do a damn thing.”
-- Warren Buffett

"6. What is the company doing to maintain or improve profit margins?"
-- Philip A. Fisher - "One of the Fifteen points to look for in a common stock"

A girl in a convertible is worth five in the phonebook.
- Berkshire Hathaway 2000 Chairman’s Letter.
-- 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"

"Of one thing be certain: if a CEO is enthused about a particularly foolish acquisition, both his internal staff and his outside advisors will come up with whatever projections are needed to justify his stance. Only in fairy tales are emperors told that they are naked."
-- 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

The number one idea is to view a stock as an ownership of the business and to judge the staying quality of the business in terms of its competitive advantage. Look for more value in terms of discounted future cash-flow than you are paying for. Move only when you have an advantage.

It’s not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a mispriced bet - that they can occasionally find one.
-- Charlie Munger

"It takes character to set there with all that cash and do nothing. I didn’t get to where I am by going after mediocre opportunities."
-- Charlie Munger

"The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea on them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already, without a shadow of a doubt, what is laid before him."
-- Leo Tolstoy - used as the intro to "The Big Short"

"I think a lot of people initially thought that the ‘e’ in e-business was more important than the business."
-- Michael Dell

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

“Of the billionaires I have known, money just brings out the basic traits in them. If they were jerks before they had money, they are simply jerks with a billion dollars.”
-- Warren Buffett

“The business schools reward difficult complex behavior more than simple behavior, but simple behavior is more effective.”
-- Warren Buffett

"I look for businesses in which I think I can predict what they’re going to look like in ten to fifteen years time. Take Wrigley’s chewing gum. I don’t think the internet is going to change how people chew gum."
-- Warren Buffett

"The wise do at the beginning what fools do at the end!"