Procurement Technology Stocks Continue to Disappoint [Plus+]

Our 2014 stock portfolio is now into its final month of the year, so let’s have a look at how it performed in November. Remember, we have taken an imaginary portfolio of 21 publicly quoted firms, each with a significant interest in the procurement- and supply chain-related world. We constructed our master index, as a weighted basket of their stock prices, and then Jason Busch and I each chose a personal portfolio from among those stocks, using an imaginary $1 million each. Jason selected just 8 firms, whereas I spread my risk with 14 different choices making up my portfolio.

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