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|Subject: Re: On second thought, 2828 - Small Cap Issue||Date: 1/27/2013 4:08 PM|
|Author: 2828||Number: 668522 of 710057|
The question is this: how many individual positions should one take within a small cap allocation? HG holds a whole ton of tiny positions and many on the boards seem to lean toward "big" numbers (say 20-30 positions) as well. I think the risk can be managed with 10 or fewer within that asset class.
20-30 positions seems like alot. They say you should follow your positions closely and read all the earnings reports and conference call questions. I think with that many positions it would be tough. And that is just small caps? Would there be 20-30 mid caps and large caps too?
I probably own too many stocks myself, i read the news on them, especially when they're up big or down big, but i probably should follow closer. I only read earnings reports of stocks i'm worried about or am actively accumulating. I mostly own large cap companies.
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