Makes sense to me-
kind of the "problem/issue" I've had, in that I haven't wanted to(or have been too busy with other things to)follow an infinite number of small positions.
But, this year(again, after my ariad debacle) I am trying to subscribe to the diversification mantra, and forcing myself to do all the work I should have been doing all along.
Hopefully that way I'll know enough about a lot of positions to be able to take smaller ones proportional to the risk each warrants, and reduce my overall risk profile.
Sadly, there is no "free lunch" is there(lol)!
Regards,
bw