Replies to post #85645 on Sino Agro Food Inc (fka SIAF)

[RealDutch]

How would you distribute 100% investment over your five stocks?

It's a bit of a logarithmic scale. So if my number 5 is 10x undervalued then my number 1 is 40x undervalued, despite the fact that they are all strong buys. So I place my bets accordingly, by investing 4x more money in my number 1.
I basically follow my model. With a strong focus on risk and near term potential. If a stock is a bit risky then I don't invest more than 10%.