Chroma Investing

Value Investing for beginning & small time investors and the value investing strategies of Graham & Klarman

Charlie Munger’s Final Westco Remarks

Ben at Inoculated Investor has posted his terrific notes on the Final Westco Conversation With Charlie Munger. These are Ben’s notes, not mine, so if you have praise, go to his website and thank him. Charlie Munger is, in his own way, an investing rock star, like his partner in Berkshire Hathaway, Warren Buffett. But […]

What is your Investing Edge?

If you scroll down his recent 2010 Letter Seth Klarman asks, “What’s your edge?” He asks this question in the context of developing a framework for investing success. It is a vital question. And if you don’t have an answer, it is time to develop one. We all have some advantages over other investors. Are […]

Extra Investing returns by Investing Like Warren Buffett

Overconfidence, Underreaction to Warren Buffett’s Investments is an interesting paper I saw at Simoleon Sense. To understand the all the details I suggest you read it yourself. You may derive different conclusions than I did.  I had a few take aways. First, that despite all logic to the contrary, if you had followed Warren Buffett’s […]

Morningstar gives up the Ghost

Morningstar.com recently changed its years old policy of providing free ten year financials. It still offers free five year financials but has shifted the ten year data to an expensive premium service. Now that it is costs, I would suggest not using Morningstar anymore. Their data has been dicey at best. That is I was […]

Two Reasons I love Volatility

This past week was a reminder for some who have already forgotten the lessons of late 2008 to early 2009. Markets can turn south, and quickly. This volatility can be gut wrenching as you watch the value of your portfolio drop. But for people like me, it brought a smile to my face. Uh, What? […]

Portfolio Updates

This is a quick update on the status of both portfolio’s for their first month. From here on, I will only update quarterly, because a shorter time frame than that seems silly. Small Investor Portfolio Current Positions DUCK up 27.2% IFON down 13.2 % Closed Positions ORXE up 31.% including commissions. This is all well […]

HAST – Hasting Entertainment – 80-20 Portfolio – SOLD

Just a quick update on HAST. I sold all 110 shares at $7.19 this morning for a total, minus the $4.50 Zecco commission, of $786.40. While the 57% increase on this investment in less than three weeks is unexpected in its quickness, it is too early to say whether the 80-20 strategy is worthwhile. I […]

HAST – Hasting Entertainment BUY 80-20 Portfolio

On April 7th I purchased 110 shares of Hasting Entertainment – HAST for $4.51/share including the $4.50 commission from Zecco the total comes to a total investment $500.60. This was for the 80-20 Portfolio. I know, I am late in posting about it. But I had to lay out what the criteria were before I […]

Value Investing Strategies for the Small Investor and 80-20 Portfolios

When you begin to invest you need to develop an investing strategy. Having a strategy is like a google map. It will help direct you down the right freeway and hopefully help you avoid the pitfalls, er traffic, and get to the destination you want.  If you are at this website you know my overall […]

Zecco vs. ChoiceTrade – Which is better?

As I narrowed my choice for the Small Investor Portfolio‘s broker, I decided I would set up an account at both Zecco and Choice Trade. One would be for the Small Investor’s Portfolio and the other for the 80-20 portfolio. I have my impressions of setting up accounts at both companies. Choice Trade- The first […]

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