October 17, 2015

Bill Bull's Blog 151017

Bill Bull's blog portfolio has an average yearly return of +6.2%, its benchmark +2.6% in the same period.


This week we gained +0.8% while the benchmark was losing a small -0.3%


Valeant Pharmaceuticals was not giving the result we hoped for. As we had to raise our cash position (TAA: 75% stocks + 25% cash), we sold the whole lot.


Montupet is our luckt angel this week. Yearly return is now more than +70%.





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