Portfolio Update - Up 4.54%

Just a quick update before we go on live national radio tomorrow: our behavioural finance portfolio is up 4.54% against the S&P500 which is up 0.63% on a dollar cost basis.

For a 46 day period this is pretty good and should not necessarily be expected to last. We do believe strongly in our positions, but appreciation such as this in comparison with the market should not be expected as we go forward. 

It is worth noting that most of the appreciation comes from our stake in Collectors Universe which is up 15% since we bought it.

Be sure to tune in tomorrow at www.radio24syv.dk/programmer/millionaerklubben/ to hear Sally present.

 

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