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Nice post! Appreciate the thorough explanations. I also have an issue with reducing the number of holdings in my portfolio. I have about 32 now and would like to get it down to 15 max.
Thanks! I think reducing is a challenge...on the one hand it's diversification on the other hand the less names, the better I can dive into each one.
Nice post! Appreciate the thorough explanations. I also have an issue with reducing the number of holdings in my portfolio. I have about 32 now and would like to get it down to 15 max.
Thanks! I think reducing is a challenge...on the one hand it's diversification on the other hand the less names, the better I can dive into each one.