Thank you for the great service of your website. I'm starting out implementing your insights and invested in the recommended Companies BHI, CSH, HP and SCL so far.
Like many of your readers I'm not totally clear about the time to sell these stocks. I assume the best point to rebalance the portfolio and sell the stock is when the suggested Graham price is reached. It would be great if you could clarify this once more.
A second question: So far I have been following Swensen's passive Investment strategy, investing in Index funds (Vanguard ETFs) and diversifying across countries, in REITs and bonds. To implement Graham's Stocks I sold part of my S&P 500 ETF and replaced it with the 4 companies given by your screener. Is it sensible in the long term to shift the whole portfolio towards Graham's stocks or rather advisable to keep diversified in more countries (through ETFs)?
I wonder about the concentration in the American market.
I highly appreciate the time you put into this website and look forward to your further develpoment.
Thank you for all your effort!