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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder11/4/2022 12:43:39 PM
6 Recommendations

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Have you noticed that most of the time when people are reporting negative news or losses on a position they own, it's always on a small or smallish position? Does this mean that all of their better performing assets are large positions? If this is true, why are they holding on to small positions? Why aren't they simply adding to the better performing companies?

From my perspective, if a small position isn't worth adding to, it's not worth holding. If the position is small, even if it performs well on its own, it won't have as much of a positive impact on the portfolio as a large position will.

I prefer to keep adding to my larger positions, the ones that have proven themselves to me, it's what I refer to as buying on strength.

If I'm going to see a position rise 100% or more, I'd rather that happen on a larger position as opposed to a smaller position. This is why I prefer to limit the number of holdings we have and simply continue to build them up in size.
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