6min chapter

The JRo Show cover image

Interview with Dan Davidowitz of Polen Capital

The JRo Show

CHAPTER

Exploring Portfolio Growth and Position Sizing Strategies

This chapter explores how targeting a 15% earnings per share growth at the portfolio level correlates with generating annualized returns of around 14% post fees. It delves into position sizing strategies, cash allocation, and evolving approaches to achieve excess returns based on performance, emphasizing criteria for determining larger positions in the portfolio.

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