The last 6 month model portfolio performance tabulation. July 1 2014.

PaulRen's picture
Category: 
Portfolio Update

 

Lately I also mentioned ECF and WHA as attractive growth stocks.  Going forward I am presently a bit more prudent with the SET index flirting around 1500.  

I will so await a bit before publishing a new model, in what I hope is at a more opportune time.  I am not turning SET bearish just more global cautious fearing a US induced stock market bubble may be in the making.  Investors/members must be cognizant that from here on a price correction may give us a temporary set back. DEMCO remains the core choice going into next year.  I want to sit back and reflect a bit more before publishing my next model.