"I have walloped the indexes in the last decade in a way that your approach would suggest would only be possible with 10 stocks,not 60-80 as I usually carry."
Maybe my approach will change over time. As I stated, as a Grad student, I'm coming from a completely different angle. Maybe the kamikaze angle ;-) But I am definitely open to a changing strategy over time.
At this point, however, I can't imagine filling a portfolio with anything more than 10 stocks. It takes so much digging to come up with one idea, I couldn't imagine coming up with 60. In addition, it seems that the 60th stock selection would pale in comparison to your first, second, third, etc. selections.
Thanks for the input, though! |
