12-23-2017, 09:53 PM
(12-22-2017, 11:19 AM)Kerim Wrote: In the early days of building your portfolio, I really think the best thing to do is put your money into the best opportunities available to you, even if the weightings are unbalanced.
I explain this idea in more detail, with illustrations, in maybe my favorite post of mine on the whole forum (so far!). It talks about weightings of stocks in your portfolio, but the logic applies just the same to sector weightings.
Excellent point (first sentence), and I do love that post of yours!