My Trading Portfolio, "Adventures of Isabel" by Ogden Nash, and more on Philosophy of Portfolio Management!

<img src="https://assets.podomatic.net/ts/b5/31/eb/bobsadviceforstocks/3000x3000_1070605.jpg" alt="itunes pic" /><br />In this evening's podcast, I read a poem, "Adventures of Isabel" by Ogden Nash, review my Trading Portfolio as of 6/28/08, and discuss portfolio management and responding to market influences as revealed in one's own portfolio holdings. In addition, I discuss my approach of responding to market conditions by automatically shifting into and out of equities. I also comment on the controversy I generated by buying shares of Visa (V) and then selling them just two weeks later at an 8% loss.