We began to build our speculative portfolio for more long period. We decide that 1st step will be analyses on classic coefficient's. At first we found most good sectors on classical fundamentals, then searched the best stocks from this sectors. Ofcoz, our portfolio will not be hold for so long time to make this this coef work, so this calculations were made just to cut our risks and make higher probability of portfolio success. This stocks are just potentionaly more stronger then market. So now we will make discretionary analyses of this picks.
After this analyses were chose 3 sectors
Financials
Sectors
Technology
Conglomerates
Thursday, May 21, 2009
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