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Politics : High Tolerance Plasticity
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To: chowder who wrote (19012)2/26/2003 12:59:53 AM
From: energyplay  Read Replies (1) of 23153
 
dabum - are you using your whole portfolio or a big chunk of it to get 20% from a few 8% gains ? Or are you running a bunch of trades ?

I try to have under 25 positions, and none starting with more than 10%, unless it's a bond fund. Will let positions run almost sky high if they keep looking good. Usually don't have positions samller than 2% , unless very specutalive like an option or microcap, an experiement, or waiting to long term gains in a taxable account.
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