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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era
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To: Axel Gunderson who wrote (539)7/22/1998 6:42:00 PM
From: porcupine --''''>  Read Replies (2) of 1722
 
1) Given the expected scatter in results, what is the minimum number
of companies one should hold?

One.

2) Given the goal of earning extraordinary returns, what is the
maximum number of companies one should hold?

Six. I read somewhere (probably the WSJ) that 12 randomly selected large caps will pretty much track the S&P 500. By cutting that number in half, I arrive at six.
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