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Message: Strategy question

Strategy question

posted on Jan 10, 2010 11:37AM

Find everyone here quite interesting.If you all have a few minutes time and want to share I'd be interested to know the following.What % of of your portfolio is in the speculative stocks we discuss here?Do you buy a small position and add more as the stock trends up and the story becomes clearer or do you buy a large position right from the get go?When a holding goes up considerable and becomes too heavily weighted in your portfolio,do you adjust it accordingly?And if so,what % level would trigger this?Ask this last one especially because I went bigger on DON than I'm accustom to with my holdings and now that it is out of the teens and into the .30's,it has obviously become a large % of my portfolio.What I find difficult at this point is weighing my options.Obviously I really liked the stock to go so big in the first place thinking it was a $1 easy.At the time,never thought how skewed my portfolio would be if it happens.Starting to see that now so just looking for other opinions.TIA


Jan 10, 2010 12:14PM

Jan 10, 2010 04:25PM

Jan 10, 2010 11:45PM
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