yes, as you said, a portfolio is scaled to your investment needs. Shortly, I have to figure out what the ideal amount is to invest per money block and how many issues are the best for a given portfolio. In my personal account I have allocated 181 Money Blocks and a max of 24 issues (though I have broken that rule by having 28 ). My money blocks average about $800. Through testing I have a rough idea what these numbers should be. It's very rare that a day goes by when I do not have either a buy or a sell or both. My broker is loving it!
R.O.I. will be a plus number unless the share price goes to zero!
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