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Friday, April 15, 2011

quick 'timeless portfolio' note

If I was actively trading the 'timeless portfolio', which is highlighted via the Links section as 'timeless portfolio', I would sell BKE now.

With BKE being at 45, it is an increase of approx +19% of the 2010 recorded price of 37.77. Of course I would buy it back on a consolidation, and to be a share holder on record for a potential dividend.

The only reason I would do this is because my 2011 modeled performance for BKE was to be -15%! (The current appreciation more than makes up for the dividends.)

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