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WorstLuck

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WorstLuck

Re: DewDiligence post# 243155

Friday, 07/08/2022 4:17:40 PM

Friday, July 08, 2022 4:17:40 PM

Post# of 252579
Which is a reasonable view.

It is not clear how much of your position sizing adjustments (aka trading profits) have come from mechanical portfolio adjustments and how much from valuation - nor does it matter. Saying a stock worth holding (or buying) is a stock worth buying (or holding) is an overly simplistic tautology when building, exiting, or trading around a position based on valuation.
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