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Tag: position sizing

  • Focus Investing – Part 3

    In part 1 of this series I presented the case for focus investing. In part 2 I discussed the number and size of positions to hold in your... More »

  • Focus Investing – Part 2

    In part 1 of this series I presented the case for focus investing. That is for concentrating your portfolio on your top ideas. Now... More »

  • Focus Investing – Part 1

    Most investors focus their efforts on stock picking, but I believe that portfolio management is an equally important component of long-term investment success. By this, I mean four things:... More »