Wednesday, March 09, 2005

Accountability @ MSN Money's Strategy Lab

The one reason that makes MSN Money's Strategy Lab so great is that the participants are held accountable in real time for the positions that they pick. The commentary that the participants provide on their picks is useful for the readers within a learning context. So it is dissapointing to me that John Reese spends an entire journal entry plugging Walmart but he doesn't have it in his portfolio. I hope he is planning to put Walmart in his strategy lab portfolio the next time he rebalances it. If he doesn't, he just lost a lot of credibility with me because his journal space would have been much better spent analyzing one of his current portfolio picks that he is staking rep on, and it wouldn't have that sell-side SMACK to it.

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