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November 15th, 2006 • Related • Filed Under
The Jutia Portfolio for today shows how little room there is for error in our equity plays. Although we will be stopped out of more plays with a 5% stop loss, the setbacks will be more manageable and allow for funds to be placed into those position that are much more likely to outperform from the start.
Overall, the portfolio is performing as expected. Most of our initial positions have matured over the past few months and have begun to give some nice returns. With many of the major indices inching towards all time highs, I would expect our portfolio to follow suit and make the most of those gains.
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