I recently measured and reported on the results of the Cognitive Investing Demonstration Portfolio (www.cognitiveinvesting.com/demonstration-portfolio) for the second quarter of 2012.  What is the point of this exercise?  What can we learn from it?  Should you be doing something similar with your own portfolio?

The answer is a definite yes.  Many investors, however, neglect this essential task.  Some take a look at their portfolio and skimp on the process, looking only at the bottom line.  They are doing themselves a big disservice and are passing up an opportunity for improvement of their portfolio management process. Read the rest of this entry »