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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (16401)2/11/2003 11:27:39 AM
From: Bob Rudd  Respond to of 78498
 
Dale: I'm about 30 excluding funds [closed & open end] and 'snippets' I've received as spinoffs and can't justify selling because of transaction costs. Philosophically, I'm more in the diversification camp vs large concentrated bets.



To: Dale Baker who wrote (16401)2/15/2003 12:05:29 AM
From: TimbaBear  Respond to of 78498
 
Dale

Speaking of packages - I was just wondering how many positions most value investors here hold at one time. Paul seems to have a lot (hence my curiosity). I typically hold 30-40, down from 50+ when the market was frothier.
What is the norm for other thread regulars?

I usually have between 8 and 12.

Timba


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