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April 12, 2011
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I did a review and found that since Feb a lot of my picks were underperforming the SP. I was blaming the terrible earthquake and tsunami in Japan. Now I’m looking at charts and trouble started in Feb. not March. I was heavy into the Auto sector. First to get hit was F and MGA, then TRW and TEN. Today’s down turn real got me pruning my portfolio down both in real life and on P&P. Oh yeah the new improved speed on P&P really helps. I had been holding off P&P pruning because of the speed and uncertainty. I look forward to getting some new ideas from P&P folks now that P&P is user friendly again.