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25-06-2012, 11:05 PM
Hi all buddies,
I realized that I do not have a clear portfolio plan / strategy as I am overly focused on analyzing individual companies business even though ben graham has mentioned that portfolio management is most important to all investors. Anyone can share their experience on value investing on overall portfolio allocation? For e.g. number of companies in your portfolio, how much $ to put into each investment, how frequent one should average down/up and the volume you average down/up (1 lot or 10 lots etc), % of cash to put into stocks (in my case I have 50k assets and about 20k in investment that are suffering paper losses, 10k emergency fund). My investment performance has not been really satisfactory - getting about 2-3% if including paper losses. All inputs or sharing will be appreciated! Or any portfolio allocation books to recommend?
I realized that I do not have a clear portfolio plan / strategy as I am overly focused on analyzing individual companies business even though ben graham has mentioned that portfolio management is most important to all investors. Anyone can share their experience on value investing on overall portfolio allocation? For e.g. number of companies in your portfolio, how much $ to put into each investment, how frequent one should average down/up and the volume you average down/up (1 lot or 10 lots etc), % of cash to put into stocks (in my case I have 50k assets and about 20k in investment that are suffering paper losses, 10k emergency fund). My investment performance has not been really satisfactory - getting about 2-3% if including paper losses. All inputs or sharing will be appreciated! Or any portfolio allocation books to recommend?