Comments on: Insider: One Person’s Portfolio https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/ Play More, Win More, Pay Less Tue, 18 Jan 2022 02:43:39 +0000 hourly 1 By: Mathieu Malecot https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60365 Sun, 18 Aug 2013 05:39:33 +0000 http://www.quietspeculation.com/?p=40248#comment-60365 looks like i’m 50-50 in terms sealed/singles, but i have sold 225$ of sealed. w no plans to reinvest that 225, prob not worth mentioning outside of highlighting intent, maybe?

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By: Mathieu Malecot https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60364 Sun, 18 Aug 2013 05:36:15 +0000 http://www.quietspeculation.com/?p=40248#comment-60364 buys collection 25k cards density of MM and NEM but those rep about 1.33 to 1 other sets though worldwake: 772$ (-78$ of cards sold since purchase)

8 sets of each of planeschase 2012 boxes (4) en espanol: 600$

2 izzet v golgari /10 sorin v tibalt :208$

trading from collection into (mostly):lands/deathrite s/ snapcaster/ olivia/ d sphere/ faithless looting/ supreme verdict

it is still very useful to build portfolios you won’t buy into so :you’ve something to compare results with; test assumptions about portfolios in general (they hedge,etc.); get used to grouping cards that meet particular strategies. the last bit helps identify cards you can suggest for others that suit their interests.

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By: Sigmund Ausfresser https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60211 Wed, 14 Aug 2013 11:45:48 +0000 http://www.quietspeculation.com/?p=40248#comment-60211 In reply to aregand.

I would say sell the box, but not because of potential reprints. Rather, this box has appreciated A TON in price (hopefully) since you bought it.

Put another way: which would you rather invest in? 1 box of Rise or 3-4 boxes of Return to Ravnica? I’d rather sell the expensive box and buy cheaper boxes with greater potential. I used this same rationale to sell my Unhinged boxes and Zendikar Box. I also sold a box of Coldsnap after making 50% profit. Upside just becomes limited on the high end.

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By: aregand https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60171 Tue, 13 Aug 2013 12:33:43 +0000 http://www.quietspeculation.com/?p=40248#comment-60171 Have a Rise of Eldrazi box I’m sitting on- I anticipate Eldrazi being reprinted in MM 2. If you agree on reprint would you sell the box?

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By: Sigmund Ausfresser https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60168 Tue, 13 Aug 2013 12:03:59 +0000 http://www.quietspeculation.com/?p=40248#comment-60168 In reply to Corbin Hosler.

Corbin, thanks for the comment! I tend to write a bit much about what I think people should acquire and not enough about what I’m actually acquiring. The perspective is hopefully helpful!

Next article could be what I am actually selling, perhaps? 🙂

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By: Sigmund Ausfresser https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60167 Tue, 13 Aug 2013 12:02:40 +0000 http://www.quietspeculation.com/?p=40248#comment-60167 In reply to noel paguio.

You may also have some luck acquiring cheaper boxes on MOTL. There are a handful of shop owners on that site who are sitting on sealed product but can’t move them optimally because of shipping/eBay fees. If a box sells for $90 on eBay, you should be able to post an offer for $85 shipped and find some sellers. I have had success with acquiring RtR boxes this way.

Once you make a purchase of a couple cheaper boxes, keep that communication channel open for future opportunities.

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By: Corbin Hosler https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60156 Tue, 13 Aug 2013 08:11:19 +0000 http://www.quietspeculation.com/?p=40248#comment-60156 Obviously going to write about this this week, great idea! I’ve done “What I’m Buying” columns in the past, but this seems like a perfect next step.

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By: delverkid https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60151 Tue, 13 Aug 2013 04:01:07 +0000 http://www.quietspeculation.com/?p=40248#comment-60151 In reply to Sigmund Ausfresser.

Where is the cheapest place to get RtR at the moment? Like if I want to go deep and get like 20. What do you see them being worth in 5-6 years ?

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By: morli https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60150 Tue, 13 Aug 2013 03:26:46 +0000 http://www.quietspeculation.com/?p=40248#comment-60150 In reply to noel paguio.

Cool great to know.

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By: noel paguio https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60149 Tue, 13 Aug 2013 03:11:37 +0000 http://www.quietspeculation.com/?p=40248#comment-60149 In reply to morli.

i’ve only received sealed booster boxes in wizards shrink wrap. the topic has been discussed multiple times. http://www.reddit.com/r/magicTCG/comments/19pyq6/

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By: morli https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60148 Tue, 13 Aug 2013 00:37:09 +0000 http://www.quietspeculation.com/?p=40248#comment-60148 In reply to noel paguio.

I’ve heard mass drop boxes are resealed after possibly mapping or opening.

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By: noel paguio https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60144 Mon, 12 Aug 2013 22:02:01 +0000 http://www.quietspeculation.com/?p=40248#comment-60144 reading this post made me pull the trigger on the INN booster box. i always felt like it was a good deal, but i was hesitant. also massdrop just started an rtr booster box drop for a great price of 87.99 shipped for the lowest group buy.

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By: Sigmund Ausfresser https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60139 Mon, 12 Aug 2013 19:49:58 +0000 http://www.quietspeculation.com/?p=40248#comment-60139 In reply to morli.

I also like RTR boxes. Or INN boxes at $149 shipped is pretty solid…just saying 🙂

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By: David Schumann https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60138 Mon, 12 Aug 2013 18:55:03 +0000 http://www.quietspeculation.com/?p=40248#comment-60138 In reply to morli.

Return to Ravnica seems like a strong candidate.

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By: morli https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60136 Mon, 12 Aug 2013 18:48:16 +0000 http://www.quietspeculation.com/?p=40248#comment-60136 What sealed product makes sense to invest in now? It’s too late to innistrad I imagine.

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By: Sigmund Ausfresser https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60124 Mon, 12 Aug 2013 12:49:52 +0000 http://www.quietspeculation.com/?p=40248#comment-60124 In reply to aregand.

I traded away the foil Voices for Scavenging Oozes :-). It was a tough call, but I think I can get faster returns on Oozes than I can with foil Voices (although foil Voices are solid bets). My foil Voice play was a little dependent on Modern season driving demand, but with Modern pushed back 6 months I felt there may be some time to acquire these again near the same price as now while Oozes are on an upward trajectory.

I follow Buffet to a degree – in some ways I buy some stocks that he buys, and in other ways I develop my own theories of well-run, under-valued companies. If you ever want to talk stocks let me know!

Thanks for commenting!

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By: aregand https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60123 Mon, 12 Aug 2013 12:46:14 +0000 http://www.quietspeculation.com/?p=40248#comment-60123 Do you still have the foil Voice of Resurgence? I liked that pick too. What about your stock portfolio? Do you follow Buffett’s principles there? Would be interested in that as well.

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By: David Schumann https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60122 Mon, 12 Aug 2013 12:35:13 +0000 http://www.quietspeculation.com/?p=40248#comment-60122 In reply to QED2.

Ditto.

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By: Sigmund Ausfresser https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60120 Mon, 12 Aug 2013 11:52:22 +0000 http://www.quietspeculation.com/?p=40248#comment-60120 In reply to QED2.

Thanks for the comment and for sharing! It will be very helpful to see where others are placing their bets with real money.

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By: QED2 https://www.quietspeculation.com/2013/08/insider-one-persons-portfolio/#comment-60119 Mon, 12 Aug 2013 11:48:24 +0000 http://www.quietspeculation.com/?p=40248#comment-60119 This was great, Sig. I’ll make a forum post with my portfolio too.

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