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Ep. 217 David Lundgren: Why Trend Following Works

Investing With IBD

CHAPTER

How to Adjust Your Portfolio for Success

The idea is that when things inflect, I just need to gross up what I own. If you have like 40 stocks, how often will you adjust those 40 stocks? So in an environment like this, my turnover actually is quite a bit higher. But when things start going, you know, you can own stocks for two or three years. And especially again, when you know that the odds are not in your favor, you're just okay.

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