Bill Bull's Blog 151121

Bill Bull's blog portfolio has an average yearly return of +8.4%, while the SP500 made good +10.5% in the same period. We are losing the batlle against big brother. Our benchmark, Russell 2000, on small- and midcaps is doing much worse, only 4.1% in the same period.

All major indices were green this week, only we couldn't follow them and lost some -1.5%

We kept our positions as they are not far from the T.A.A., being 62% stocks and 38% cash.

The stock which let us down was Dialog Semiconductor, strangled in an acquisition batlle.

Hypoport (HYQ.DE) added this week another +17.1% to its price .

On November 9 we feared for a pull back on the markets of at least 10%. Last week the markets went up again and once again our predictions were wrong. Sorry guys.