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ago +22%, mbi +10%, rdn +27%, abk 12.8%, akf 13%

(2009-05-08 10:33:55) 下一个
my spring came a little late, but no complains! finally my bond insurer holdings are jumping up everywhere. I am speechless!!!

It is really tough to hold huge positions through the crashing market, it is even tougher not to be shaken out by soaring market. I did it. I am fully invested all the time. Finally ago is above water today. It is my top holding. The only holding that is still underwater is FMD.

I regret that I did not use margin this time, my whole concern is to raise cash to pay off debt during last month's market soaring. I think there maybe a short term correction, bear market may come back next year, but value investing will always prevail. Happy investing and trading!!!
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longtermInvestor 回复 悄悄话 chipmonks, welcome!

I am probably lucky, but I have been waiting for this day for quite a long time.
chipmonks 回复 悄悄话 Dude, you got lucky. That's not how you're supposed to do value investing. Anyway, that's not my investing philosophy. So good luck.
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