Bill Bull's Blog 151114

Bill Bull's blog portfolio has an average yearly return of +9.5%, while the SP500 made good +7.5% in the same period.

Again it was a week to fastly forget, we lost more than 1% but only Tokyo did better. All other indices were even worse.

In order to reach our T.A.A. (61% stocks+39%cash) we sold part of Regeneron Pharmaceuticals with some small gains.

Hypoport was our lucky angel this week, +7.9% for the week.

On November 9 we feared for a pull back on the markets of at least 10%. It looks like we are well underway to make our feelings reality.