Summary of the Annual Review

by Travis Johnson, Stock Gumshoe | March 3, 2020 2:22 pm

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Source URL: https://www.stockgumshoe.com/2020/03/summary-of-the-annual-review/


9 responses to “Summary of the Annual Review”

  1. willian0210 says:

    Brilliant! Thanks Travis.

  2. iltrus says:

    Can’t thank you enough Travis 🙂

  3. And a Trade Note for you today:

    As I noted in the Annual Review update a few weeks ago, I think Facebook has a really compelling valuation… but I don’t really like the direction of the company and my inclination is to sell down the position. I set a pretty tight stop loss for that reason, and that stop loss was recently triggered so I sold my Facebook (FB) position today. I added a little bit of that cash back into my Alphabet (GOOG) position, but most of it goes into the “looking for a better investment” cash pile for now.

    Facebook was once my largest position, and I’ve taken profits a few times over the years, but it is now out of the Real Money Portfolio. Details to come on Friday when I update the portfolio.

  4. Investor Clouseau says:

    Best part of the Gumshoe year in my humble opinion. Looking forward to nibbling along with the herd in 2020.

  5. cjagadis says:

    Thanks a lot, Travis. This is very helpful and appreciates your effort.

  6. Coherence02 says:

    I really like the spreadsheet data and format. I referred to three times since you sent it out. Thank you!

  7. iamshibly says:

    This is so helpful! Thanks a lot Travis.

  8. steveflick says:

    Fantastic! Ditto many others posted here. Well worth the Irregular Membership!!

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