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The Manual of Ideas — The Model Portfolio Issue
October 2011 (111 pages)
Editorial Commentary— John Mihaljevic highlights six investment ideas
Superinvestor Update — Tracking the portfolio moves of top investors
Exclusive Interview with Michael Mauboussin — On investment strategy
Exclusive Interview with James Montier — On overcoming biases
9 Current Model Portfolio Holdings — Surveying some of our best ideas
11 Potential Model Portfolio Holdings — Surveying promising candidates
Favorite Value-oriented Screens — Ideas for bargain-hunting investors
This Month's Top 10 Weblinks — A selection of third-party resources
Extra: Selected Valuation Scenarios — Test sensitivity to key assumptions