OP, why do you have SO MANY funds and stocks in such LOW percentages?
I count 34 funds and stocks with < 1.0% allocation and another 9 with < 2% allocation.
Do you think you need that kind of "diversification"?
Do you think it is safer to only own a little bit of each investment?
Are you only buying in targeted windows of value and stop buying when the price moves out of your value zone?
Do you think all of those assets are equally good buys and you are rotating around them?
Whatever your answers are, you have created a complex portfolio!
It is difficult to keep track of what you own, let alone understand it all.
I count 34 funds and stocks with < 1.0% allocation and another 9 with < 2% allocation.
Do you think you need that kind of "diversification"?
Do you think it is safer to only own a little bit of each investment?
Are you only buying in targeted windows of value and stop buying when the price moves out of your value zone?
Do you think all of those assets are equally good buys and you are rotating around them?
Whatever your answers are, you have created a complex portfolio!
It is difficult to keep track of what you own, let alone understand it all.
Statistics: Posted by doobiedoo — Wed Jun 12, 2024 2:53 am — Replies 14 — Views 2022