The Market Shadows Virtual Value Portfolio was started on October 26, 2012 with a balance of $100,000. We opened 23 positions, with approximately $3,000 allocated to each one.
- Initial positions are opened with $3,000. Occasionally, we purchase another $2,000 worth of stock to increase our position.
- The maximum invested in a single stock is approximately $5,000, although market action may increase the value of the position. This keeps our individual stock allocations to less than 5% of our portfolio’s total value. (Our total portfolio value is now greater than $100,000, so new positions comprise a less than 3% allocation as we buy approximately $3,000 worth of shares.)
- 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.