A few new articles

A few new Seeking Alpha articles by me:

A New Post!

So much for my suggestion in my previous post, back in June, that I plan to blog a bit more frequently here. That didnt happen.  Heres a quick update on what Ive been up to since that last post:

- Portfolio Armor 3.0.  Four years ago, I launched the first version of Portfolio Armor, having launched Short Screen (since sold, though not yet taken possession of by its buyer), a short-selling site, the year before. Pretty great timing there, launching a hedging site and a short selling site at the beginning of what is closing in on a roaring, 5-year cyclical bull market. Then, as now, Ive been driven by the believe that the conventional wisdom regarding investing buy, diversify, be passive, hold made little sense for secular bear markets. But my initial attempts at alternatives were, at best, incomplete. Hedging does offer protection, but it can also be expensive. Short selling is outside of the comfort zone of average investors, probably for good reason. I think this latest version of Portfolio Armor, which went live this week, finally solves this problem. It offers investors a way to maximize their potential returns in all market environments, while strictly and precisely limiting their risks. Check it out, and let me know what you think. Feel free to also check out this Seeking Alpha article on it, published earlier this week: Rethinking Risk Management: A New Approach To Portfolio Construction. A little wordy for my tastes, but see what you think.

-  The latest on a couple of nano cap stocks I blogged about here last year:

1. Wireless Xcessories (WIRX). Last year I wrote it was another way to play the boom in mobile. Well, turns out its not. Their great quarter last year was a one-off, the share price sank back down to a buck, and the stock is back to what it was when I first bought it, a Benjamin Graham-style net-net. WIRX, as of its last filing, had working capital of greater than $8 million. At its current share price, it has a market cap of about $4 million.
2. Alloy Steel International (AYSI). Did I even blog about this one here last year? I dont remember. Anyhow, I wrote an update article on it a couple of weeks ago for Seeking Alpha (Alloy Steel Shares Spike 80% Thursday But Still Have A Bargain Basement Valuation).

I would have been much better off investing in a hedged portfolio from Portfolio Armor 3.0 (had it existed then) than wasting time on those nano caps.

- The future of this blog: Portfolio Armor 3.0 required a move to a new hosting service, and this blog went along for the ride. But its looking kind of dated. And its not responsive, meaning it doesnt automatically format itself based on the device your using. So it looks crappy on mobile. If no ones reading this anymore (a good possibility), this is a meaningless question, but if anyone is reading: do you care? Would you rather I move this to a Tumblr blog (which would be responsive)? Let me know.