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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (8734)	9/10/2024 11:14:35 PM
From: sixty2nds	Read Replies (1) \| Respond to of 10522

I hear what you are saying... You are talking a very large number of stocks. I'm talking 10-12 Max. Different ways to skin a cat.There is no right or wrong. You have a process or you don't. The sizing structure is dramatically different. You minimize shot selection. My Trade Portfolio maximizes it... BUT THAT might not really be true. How do you build a position... I suspect we both cut losers AND If a starter position goes our way, .. We build it to some predetermined size. ANd Let it run. I never looked at QRTEP or UROY as a "trade" They are both fundamental investments based on Macro Economic conditions Not trades. The difference is time horizon. With respect to my comment on Sectors being worth 50% of returns... Retail and Commodities were getting no love. All I am saying is no matter how you choose your stock... Long or Short Know if it is a short term Trade or an investment. Be aware of the sector. Is it loved. Is it hated. Is it meh... There are 11 sectors. At any given time 3 can be Bullish 3 can be Bearish and 2 meh... And It is a Meh market. I'm just saying if you are aware of the sectors bias/lean... It can give you an an edge, long or short side... Avoid the Meh. Cheers, 60