03-11-2021, 01:44 PM
(It took me a while to realize DD means due diligence...)
I now realize everyone's "full position" or "medium position" is different. Eric is (presumably) trying to balance all 50 equities in his portfolio equally. I'm going for a mix of small/medium/major positions that will result in a hockey stick like distribution.
I now realize everyone's "full position" or "medium position" is different. Eric is (presumably) trying to balance all 50 equities in his portfolio equally. I'm going for a mix of small/medium/major positions that will result in a hockey stick like distribution.