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

To: Paul Senior who wrote (74251)	11/14/2023 9:57:45 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78776

Yes, limited funds require high concentration to make it worthwhile. Otherwise just stick with and ETF. If you like media for example, study PARA, WBD etc - pick one and stick with it. Try at least for 30%- gains, not measly 10%. Going for such small wins is not going to get you anywhere, because one of those times, you are going to be stuck with a trade that generates terrible losses and negates all the small gains one may have had.

To: Paul Senior who wrote (74251)	11/15/2023 7:56:35 AM
From: Harshu Vyas	Read Replies (2) \| Respond to of 78776

This makes sense, too. But it's hard in practice because there's so much opportunity in the market. There are literally tens of industries and hundreds of sub-industries to choose from. Suppose you choose one stock and sit on it forever, where does your understanding of general business come from and how do you improve? I think you have to constantly look and "tinker" with new ideas. See if it makes sense to you. Problem with looking is you find more stuff. You're probably right - I definitely don't need to own the likes of HMC, CLF etc but (to me) they're still undervalued companies and it's hard to pass on them (when you find them). Maybe it's just a "me" issue. Further, with most companies I find, the aim is to hold them for long periods of time. This discussion has given me another idea - perhaps I ought to work out the upside and the length of time for that upside to resolve. Of course, it'll be hard to implement correctly but it may help in working out if I really want to own the stock. Anything less than 100% and I won't bother? That seems about right. Will have to give it more thought. Thank you for all of the comments.