03-11-2021, 03:52 PM
(03-11-2021, 01:44 PM)ken-do-nim Wrote: (It took me a while to realize DD means due diligence...)That's what most do. Some core positions we have the most faith in, and smaller positions to build when/if the time is right. Eric may target smaller holdings with his pooled dividends, but I'm sure the goal isn't 50 equal sized positions. It wouldn't stay that way for long if you tried.
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.