sporthunter's Blog : Evaluating investment strategy

Roughly a month ago I blogged regarding how I approach investing. I mentioned I felt 85% was sector selection and the other 15% individual stock selection. I indicated that I felt Agriculture and Oil would be the outperformers during this period. I concentrated on the following ( TRA, AGU, CF, OIH, and LUFK). All have performed very well. LUFK pulled back to $32.00 off of $40.00 and I was able to pick up a nice position and ride the profit train back to current level of $39.00. I have dabbled with others in my real portfolio that include (CKSW, PCU, FXI, BTU, AA). Today, I must say I was one happy camper when Clicksoftware announced earnings and again beat the estimates. This stock as I like to say is my "Hidden Gem". I have built a very strong position in this stock and today the 20% pop was rewarding. I expect these to continue to perform better than the greater market.
The other portion of my investment strategy is to eliminate emotion from my sell position. As you can see, I am not afraid to take a nice 15% gain. While I might have missed out on some larger gains. I am able to utilize my profits for more stock purchases and maintain a nice cash position for pull back opportunities. Happy Trading.