Please post updates at least monthly.
To all who complain that I don't post more, I am only obligated to post once a month. It's what I agreed to do.
First off your time frame is extremely short for a value investor. Even Buffett uses 3-5 year time frames. You said you hold for 1 year?
All material studied that shows actual detailed, statistical results on value investing that I have gone over is for holding periods of 1 year. Therefore, I cannot recommend to someone a portfolio for 3-5 years. There's a lot of stuff out there that says stuff about value investing without backing up what they are saying in a meaningful way. Buffet, no doubt, goes beyond merely value investing in picking his stocks. There is no way that he made that fortune without taking some extra steps there. And aside from that, Buffett recommends that people invest in index funds while he himself invests a ton in specific stocks and owns businesses outright. Of course, there are reasons that he could be making the recommendation of using index funds while he does something else. Anyone without a strategy that beats the market would be better off using index funds after all and most strategies do not beat the market.