Search Results for: portfolio counts and sizes

Contents and Layout

The White Top Investor Table of Contents and Site Layout page organizes the White Top Investor lessons by subject.

… Donald Trump – named in linked post
Oprah Winfrey – named in linked post
Janet Yellen – named in linked post
Playing Market Odds – understand investing odds
Portfolio Counts and Sizes – basic portfolio management
Portfolio Management – investment management lessons
Position Size – managing the size of investments
Pyramid Portfolio – an effective investing strategy
Pyramid Building – constructing a pyramid portfolio

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Costs drive position size

Costs drive investor portion size decisions

… share position gives you a way to keep more money working for you. By keeping cost per share low you immediately improve your rates of return.
Learning portfolio counts and sizes
You want to make sure your cost of buying shares has an acceptably low-cost per share. That means there is a practical smallest …

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Using watch list holds

Investor watch list toe holds

… to White Top Investor lessons.
You may also like these other lessons related to: Using watch list holds
Five Factors – how many stocks to hold
Investing academics and holding counts
Size matters in stock positions
Costs drive investor position sizes
Portfolio portion measurements – how do you measure up?
6 Small investor advantages Warren Buffett knows …

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Portfolio Optimization: The Importance of Stock Holding Size

Portfolio Optimization: The Importance of Stock Holding Size

… over-diversified and underperforming portfolio. Rather, they do what serious wealth-builders do, they own far fewer well-selected stocks in quantities that matter. That produces a portfolio with high impact, lower cost, and managed risk that will perform over an investment lifetime.
The position sizes
Size matters for stock positions and portfolio performance. Portfolios …

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Portfolio measurements size positions

Portfolio measurements size up new stock positions

… investors buy dips Lesson 3
Distracted investing misses profits Lesson 4
Investors never average down Lesson 5
Market patterns repeat repeat repeat Lesson 6
Research confirms investment counts matter Lesson 7
Portfolio measurements to size positions Lesson 8
Growth protects investing profits Lesson 9
Winston Churchill said crisis = opportunity Lesson 10
Weeding your investment portfolio

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Winston Churchill said crisis brings opportunity

Winston Churchill tells us crisis brings opportunity

counts matter Lesson 7
Portfolio measurements to size positions Lesson 8
Growth protects investing profits Lesson 9
Winston Churchill said crisis = opportunity Lesson 10
Weeding your investment portfolio Lesson 11
Next lesson 11:
Weeding your investment portfolio
Have a prosperous day!
Bryan
White Top Investor
[email protected] WhiteTopInvestor.com
Let’s connect, follow me …

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Research confirms investment counts matter

Research confirms investment counts matter

… your pyramid portfolio growth which is beyond this lesson. Before we turn our attention there, we consider the position size lesson.
Why this lesson matters
Without the portfolio discipline of limiting holding counts, investors can get into money losing traps holding dead stocks. Dead stocks take away from portfolio performance by not paying dividends or …

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How investors buy dips

How investors buy dips

… investors buy dips Lesson 3
Distracted investing misses profits Lesson 4
Investors never average down Lesson 5
Market patterns repeat repeat repeat Lesson 6
Research confirms investment counts matter Lesson 7
Portfolio measurements to size positions Lesson 8
Growth protects investing profits Lesson 9
Winston Churchill said crisis = opportunity Lesson 10
Weeding your investment portfolio

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Distracted investing misses profits

Distracted investing misses profits

… wealth building Lesson 2
How investors buy dips Lesson 3
Distracted investing misses profits Lesson 4
Investors never average down Lesson 5
Market patterns repeat repeat repeat Lesson 6
Research confirms investment counts matter Lesson 7
Portfolio measurements to size positions Lesson 8
Growth protects investing profits Lesson 9
Winston Churchill said crisis = opportunity Lesson

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Money making stock issues

5 Money making issues need regular reviews.

… a girl…or was it with a stock! No, definitely a girl! Besides dating myself the point is your feelings matter when it comes to setting your portfolio count and position size.
As a generalization for this discussion and all others that we have; guidance and investing rules of thumb are there to guide. They …

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