04-10-2014, 08:38 PM
Really great work, Dan. I especially like your four general categories with target allocations for each -- I may have to give something like that a try. It is clear you've put a lot of thought into what you're doing and have a plan. I wish I had been that far along at 32!
I certainly don't think that 35 positions is unwieldy. You describe the table as your target allocations. Do you already have positions in all 35, but not at those allocations? Or have you yet to open positions in some?
Also curious what (or what kinds of things, at least) is in your speculative / play bucket.
Well done.
I certainly don't think that 35 positions is unwieldy. You describe the table as your target allocations. Do you already have positions in all 35, but not at those allocations? Or have you yet to open positions in some?
Also curious what (or what kinds of things, at least) is in your speculative / play bucket.
Well done.