Portfolio Page Up and Ready for Viewing
by Bradley Voight on 12/04/13Please click on the portfolio button to see the Smalltime Model Portfolio. I have started small with our first $250 worth of scrap/recycling cash. I went with two turnaround companies, FTR which is a rural cable and broadband provider. Heavy debt has burdened Frontier for years and now it looks like future revenues can service the debt and keep the 10 cent per share dividend going. ANAD was a major supplier to Blackberry for years but is now focusing on wifi installation, a high margin business that should return ANAD to profitability.
The Smalltime Portfolio is going to focus on high growth potential companies and beaten down companies on the comeback trail. With our limited capital, we must look for medium risk/high reward opportunities to supercharge our money. We will be doing a lot of research on the companies we choose to own ensuring that we fully understand the businesses we are buying. This involves the potential loss of a large part of our investment, but remember all we have in this deal is time, our money literally (no pun intended) came out of the trash!
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