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Margin of Safety

MODEL PORTFOLIO
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Margin of Safety

Wednesday, February 15, 2012. It is expensive to sit on cash. I gave you my money to invest in the markets, not to sit on it and do nothing with it. Are a few names that come to mind. Thursday, January 19, 2012.

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This web page marginofsafetymodelportfolio.blogspot.com states the following, "Thursday, January 05, 2012." We saw that the webpage said " It has been a while since I made any changes to the Model Portfolio." It also said " That may be an understatement since the last trade in the portfolio was completed in October of 2009. Cadbury Schweppes did get gobbled up by Kraft NYSE KFT. Which itself is spinning in to two companies. Two companies we have discussed in the past and held for some time in the portfolio. Thursday, June 10, 2010. For the Fiscal Year ending September 30. And Goldman Sachs NYSE GS. Tuesday, October 13, 2009."

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