The portfolio has had a very strong recovery which feels great… but since I will be adding for the next 10+ years, I’d actually prefer the stocks stayed cheaper. But I think there are still several great opportunities out there
Here is the current portfolio by position size. We’re currently at 10 positions and after today’s purchase, we will be at 11. I see the portfolio staying between 10 - 20 stocks with position sizes eventually ending up between 5% - 10% cost basis. I’d be comfortable letting a position grow to something like 20% of the portfolio if the fundamentals still made sense. Paid subscribers can see a bit more about my allocation strategy and the current portfolio at this link.
Today’s Buy:
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