AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
How to Sizing Properly if You Don't Want to Sell Your Stocks
Seth: How would I go about sizing properly if I did not only any of them to be sold? Dave: My number one priority at that stage is just to build up and get diversification over time. Seth: Let's say the Seth has seven companies in his portfolio now and he wants to add the new one, eighth. Would you recommend that he sizes it as large as you're recommending sizing it or would you recommend he size it as a normal, let's say one eighth of his portfolio kind of thing?"Dave: You can use my advice but then you also have to apply it to your own individual situation because we have investors that all different stages of building a portfolio.