Bill Bull's Blog 151219

Do we have to tell you we are not happy with an average yearly return of +4.9% ?
Probably not, but there is litlle we can do about it without making changes to our investment system.
And as long as the system is not proven to be wrong, we gonna stick to it.

The losses on the markets in the last weeks makes our cash position (40% against TAA of 65% stocks + 35% cash) more than big enough to start buying again.

Again Dialog Semiconductor is the stock which drew our results down this week due to his batlle for the merger with Atmel.
Not much to do than wait for the Grand Final.

T.A.A.: 72% stocks + 28% cash