While some people have suggested that stock pickers are struggling to maintain performance against the market, how are your stocks doing? Are you keeping track with the bull market or are you struggling? Personally I have a large position in one stock which I have held for about two years now and until this delivers I will be watching from the touchline.
Yes, I have been doing very well in the last year or so. This is despite being somewhat cautious in recent months - holding a fair amount of cash, hedges, commodities, etc.
