The Market Shadows Virtual Value Portfolio was started on October 26, 2012 with a balance of $100,000. We initially opened 23 positions, with approximately $3,000 allocated to each one.
- Most positions were started with about $3,000 worth of shares. Occasionally, we purchase more stock to increase our position.
- The maximum invested in a single stock was initially about $5,000. Subsequent market action may increase the value of our position. The intent is to limit our individual stock allocations to no greater than 5% of our portfolio’s total value.
- Changes to the portfolio are first posted on the website, and later reviewed in the Market Shadows newsletter. Check the website for timely notice of changes to the portfolio.