SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elroy who wrote (69877)3/2/2022 11:52:32 PM
From: Paul Senior3 Recommendations

Recommended By
E_K_S
Lance Bredvold
Lesser_Ape

  Read Replies (1) of 78821
 
It's not a matter of just or only picking stocks that are better than any other stocks. It's a matter of constructing and maintaining a portfolio. At least I assume that for those of us here who are established in life, and been on this thread for these many years.

So maybe UAN is better than anything else anyone wants to bet on. We/those of us, are NOT going full-out with the Kelly Criteria. No matter how safe or how good UAN appears to be, I assume we will not bet our portfolio only on this stock, and we will continue to diversify among other stocks/bonds/etc. to try to protect portfolios that have been built up over a long time period.

So I assume that for those of us who are in with UAN, the argument that it's better than anything else, is meaningless for further decision-making in deploying cash. Future stock buys are considered in light of safety of the portfolio. Thus for example in my case, I've got UAN, enough I believe, and any further stocks I am buying will be of other stocks among sectors where I believe it's beneficial for diversification/safety/performance.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News