The Prudent Investor


January Purchase
January 7, 2008, 12:54 pm
Filed under: Update

As we start the new year it’s time to look back at our purchases and sales to see what worked and what didn’t.  This should apply to all portfolios, and the balance within the portfolios should be examined to make sure that they are proper.

Additionally, plans should be made for the coming year, and my plans are to add two companies to this portfolio, one within the next couple of months, and the other sometime during the summer.  After this is done I will make the decision as to whether or not a sixth company should be added.

The January purchase has been to buy three shares of CPO.  I would like to get this company and CHTT closer to the value of SJW and InvestMete  guided me towards CPO.

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2 Comments so far
Leave a comment

I read through your entire blog – great information. Thank you for explaining how you evaluate stocks. The information you have about DRIP also rocks.

Happy new year and hope to see more updates.

Comment by Guppy

Thanks for the comment. I wish I had more time to put into this project, but hopefully there will be some use coming from what I have to offer.

Comment by glsmyth




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