6 Comments

1. 

   DJBarber on January 19, 2010 at 5:38 pm

   My guess as to Jims cash % would be between
   32% and 40%

2. 

   salmoned on January 19, 2010 at 4:15 pm

   I’d like to know your online portfolio cash % as a ‘read’ on your market sentiment, unless you don’t believe that provides meaningful info.

3. 

   Jim Jubak on January 19, 2010 at 10:53 am

   viwi, what is it that you think it would be useful to know? And when you say”your” portfolio, are you talking about my personal portfolio?

4. 

   Jim Jubak on January 19, 2010 at 10:52 am

   stich, having held Maxwell through the collapse of the global auto industry why would I sell it now that the industry is in recovery and looking for new technologies (such as those Maxwell sells) to differentiate commodity cars from each other?

5. 

   viwi on January 19, 2010 at 10:28 am

   Jim,
   I think it will be also helpful, if you open your books a little bit and let us know what is the current composition of your investment portfolio (I mean, in % amount).

6. 

   stich1 on January 19, 2010 at 12:47 am

   How time flies. Jim, as of this month you have held maxwell tech in Jubak’s picks for 3 yrs. When are you going to sell it? (laugh, laugh,laugh). You don’t need to answer that if you don’t want to.