Sep 16
Portfolio Management – Scrappy Portfolio
A new purchase was added to the Scrappy Portfolio this morning, partially populating the emerging markets asset class. The details are available via Premium Content. With Greenspan telling investors this was the most significant financial crisis of his lifetime, I was tempted to place TSLOs on all holdings. So far I’ve not done that.
Lowell Herr
Photograph: Gaudi Park, Barcelona, Spain

