Value Microcaps Food, Agriculture and Soft Commodities

[cartonet]

Just dont remind me.... I do screw ups everyday for the past few months. Interesting point you raise on the amount held at single positions, I seem to go like a yo-yo from very concentrated portfolios with 3-4 stocks taking 80% of it overall to periods of panic where 3 stocks will do 60% and 20 stocks will do the other 40%.

I think this is the tougher part on investing. Not getting to buy promising stocks, we all have an eye for that. But knowing how to get a right allocation for them where we can optimize profits in a bull market and sleep well in an stinky market like today´s