Final Piece of Smalltime Model Portfolio in Place : Small Time Blog

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Final Piece of Smalltime Model Portfolio in Place

by Bradley Voight on 04/11/14

We have looked to the east for the final stock purchase in the Smalltime Model Portfolio to find China Ming Yang Windpower (MY). The logic behind this purchase is that China is super polluted and they will be moving aggressively in the direction of renewables over the next 20 years. Ming Yang wind power is securing multiple revenue streams through sales, leasing, and design and contracting. The Smalltime Model Portfolio has a long term investment horizon of 3-7 years and possibly longer. We fully accept the possibility that we have been wrong on at least one but as many as three of our picks.

That would make us 40% correct. Think of stock picking like baseball. The best of the best hitters in baseball bat something like .350 or hit safe 35% of the time. Let's play a little math game with stocks.

Let's say I lose everything on two stocks, 50% on one, and triple my money on two. with $100 in each stock that is $500 total invested.

Stock                                         Value
A                                                0
B                                                0
C                                               50
D                                               300
E                                               300



Total                                          $650 or a gain of 30%

The Smalltime Model Portfolio is now complete with 5 well diversified companies that have absolutely nothing to do with each other one of which is a 10% dividend payer. Lets let the CEO's of theses companies work for us now and see where they can take these companies over the next 3-7 years. Remember, company profits attract investors which in turn drives up the value of each share as the company grows it's revenues and profits. The profits drive the charts, not the other way around, so if profits continue to rise you can be assured the value of the company will increase and the shares will go up and that will be reflected on the chart.

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