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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (54689)1/2/2015 6:46:16 PM
From: Elroy2 Recommendations

Recommended By
Jurgis Bekepuris
Mattyice

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I'm curious how many different stocks (and approximate weights) that you hold?

I've found that all my home runs over the years have been when I follow a stock for a bit, and for some reason it tanks, I think it will recover in 1-2 years, and so I make it a huge outsized holding in my portfolio. So, one stock becomes the driver of performance until I sell it. This style can deliver 20% years (if you get the stock right). But, I think holding 20 stocks in similar weights, and hoping to get 20% return, that sounds incredible difficult. So the more you do what the "experts" recommend (diversify) the harder it becomes to really do well relative to the market.

I own lots of stocks, but only 2-3 of them make up the majority of my net worth. The others (often 0.1% to 0.3% of my portfolio) are more for fun and learning.
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