Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Graham Osborn who wrote (55376)	5/30/2015 12:39:24 PM
From: Mattyice	Read Replies (1) of 78731

I am also pretty heavy on the cash - I wonder what that says about the many value investors (or investors in general) that are in a similar situation who have either sat out the past few years or have been building a cash pile as of late and possibly the consequences. OT: I also struggle with being a younger single guy and managing my growing cash position from my professional life. I have spoken with a few of you in the past few years privately ( and a special public thanks to EKS for always answering my questions trying to guide this directionless boat - just a true wealth of wisdom and a gem to be a loyal member on this board). My main issue i struggle with is portfolio sizing and it seems to be anything but consistent. I seem to walk the line of one part of my portfolio being very concentrated (ie gold miners, chine/india etf, and my various shorts) and one part of it being more diverse with smaller positions in companies that I like. I think this is probably different with every individual - I have to constantly ask myself what am I as not only a person but as an investor and there is a lot of conflict there. Any feedback and criticism welcomed. Mattyice

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next