As promised, the second part of my quarter one review of investments. Today, we deal with my "investing" strategy. One is a GARP/Value portfolio which I describe as an "active investing" portfolio. While the picks are long term focused, I am perfectly happy to realize short term gains when they present themselves. The other is a hypothetical portfolio that I've been tracking ever since I suggested a potential portfolio of dividend stocks. I didn't want to be Cramer like and provide no accountability for my stock picks, so I decided to formally follow these and manage the portfolio as I would if I had real money invested. While these portfolios are down early in the year, I see many of the investments as those which are trading at terrific discounts and, if I had more money to allocate to the market, I would likely be picking up shares at these bargain basement prices.