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.



You want to learn from experience, but you want to learn from other people's experience when you can.
-- Warren Buffett

"I call investing the greatest business in the world because you never have to swing. You stand at the plate, the pitcher throws you General Motors at 47! U.S. Steel at 39! and nobody calls a strike on you. There's no penalty except opportunity lost. All day you wait for the pitch you like; then when the fielders are asleep, you step up and hit it."

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

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

"When returns on capital are ordinary, an earn-more-by-putting-up-more record is no great managerial achievement. You can get the same result personally while operating from your rocking chair. just quadruple the capital you commit to a savings account and you will quadruple your earnings. You would hardly expect hosannas for that particular accomplishment. Yet, retirement announcements regularly sing the praises of CEOs who have, say, quadrupled earnings of their widget company during their reign - with no one examining whether this gain was attributable simply to many years of retained earnings and the workings of compound interest."
- 1985 Chairman's Letter to Shareholders
-- Warren Buffett

"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

"Risk comes from not knowing what you're doing."
-- Warren Buffett

"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"

“If you are a value investor, you have to be a long-term investor. And if you accept that, then you understand that you will lag your peers or the benchmark at times,” Mr. Eveillard said. “The truth is, it's warmer inside the herd. It's moving outside the herd that is hard to do.”
-- Jean-Marie Eveillard

What you're looking for is some way to get one good idea a year, and then ride it to its full potential. And that's very hard to do in an environment where people are shouting prices back and forth every five minutes.
-- 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"

"How do you feel? Forbes asked.
"Like an oversexed guy in a whorehouse. Now is the time to invest and get rich."
-- Warren Buffett

There are no limitations to the mind except those we acknowledge.
-- Napoleon Hill

What we really want to do is buy businesses that we would be happy to own forever.
-- Warren Buffett

Friendship is always a sweet responsibility, never an opportunity.
-- Kahlil Gibran

"This time Congress should listen to the slim accountants. The logic behind their thinking is simple:
If options aren't a form of compensation, what are they?
If compensation isn't an expense, what is it?
And if expenses shouldn't go into the calculation of earnings, where in the world should they go?"
-- Warren Buffet

"Working with people who cause your stomach to churn seems much like marrying for money - probably a bad idea under any circumstances, but absolute madness if you are already rich."
-- Warren Buffett

"2. Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited?"
-- Philip A. Fisher - "One of the Fifteen points to look for in a common stock"