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timbo56's Public Page
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May 25, 2012
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top ranked funds managed by timbo56 |
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manager profile
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| ABOUT
timbo56 |
| Age:
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51 |
Occupation:
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Patent Attorney |
| Other
Interests : |
Hiking, Triple Nine Society; |
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| HOW
THE MANAGER INVESTS |
| WHAT
IS YOUR INVESTING STRATEGY? (GROWTH, VALUE, TECHNICAL ANALYSIS, ETC.) |
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answer --> |
I am an investor who focuses on fundamentals. I try to find sectors that may experience rapid growth based on the world economic situation. For example, the growth of the Chinese economy and weakness of the U.S. dollar are two major factors driving my sector picks now.
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| HOW
DO YOU SELECT NEW COMPANIES FOR YOUR FUNDS? |
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answer --> |
Two steps, first I pick a sector for a fund based on my general understanding of the world economy. Then, I look for companies that appear to be undervalued in that sector. I tend to pick companies that have been assigned a low ranking by other analysts. This is part of my theory of "falsehood recognition" investing, which I believe is different from contrarion techniques, although fairly closely related.
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| HOW
DO YOU DECIDE TO REMOVE A STOCK FROM YOUR FUNDS? |
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answer --> |
That has not been an issue for me so far. I believe that the current economic trends are going to last another ten years (from January 2004). So I plan to stay put for awhile. When the U.S. trade deficit shrinks to the point where imports are less than 110% of exports, I will consider changing my strategy. But I don't expect that to happen for a long while yet. Another mark I will look for is when the annual production of electric power in China is greater than twice U.S. annual electric power production, When that mark is reached, China may be starting to approach a slower rate of economic growth. Again, it will probably take about another ten years for the Chinese to build that many power plants.
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about this manager profile |
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This is a profile for
timbo56, a member at Marketocracy's website www.marketocracy.com. Each of the funds listed here began with $1 million in cash and a Net Asset Value (NAV) of $10 per share.
Marketocracy is the only financial website where you can simulate running your own mutual fund and accurately compare your investing skill to professionally managed mutual funds and other investors. At Marketocracy, you can manage a $1 million virtual portfolio and make trades in an environment that mirrors the trading activity of the real stock market. Our portfolio management tools help you discover your investing strengths and weaknesses and help you become a better investor. You can try different investment strategies and styles to see what works best for you in a virtual environment first, before you invest your real money. It's a great place to learn, and a great place to prove your talent.
If your track record turns out to be one of the best, you?ll receive special privileges on our website and the best of the best get paid. If you're serious about investing or want to become a better investor, you'll want to signup for a free basic membership and start running your own fund. |
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[ To signup for your own account click here ]
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Who is Marketocracy?
Marketocracy Data Services is a research company whose mission is to find the best investors in the world and then track, analyze, and evaluate their trading activity. The company?s affiliate, Marketocracy Capital Management, is the investment advisor for the Marketocracy family of mutual funds and uses the research generated by Marketocracy Data Services.
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