Saul,
When you refer to purchasing a full position or part of a position, what is the size or % of the overall portfolio to which you are referring? Thank you in advance.
sjo
Saul, When you refer to purchasing a full position or part of a position, what is the size or % of the overall portfolio to which you are referring?
Hi sjo, I usually think of a full position as about 6-8% of my total portfolio, and over 10% as an oversized position.
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