Ep. 18: Finding Stocks Ready To Explode With Tom O'Halloran
Investing With IBD
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What Is Your Favorite Single Stock?
The number of stocks that we own in the Micro Cap Growth Fund, for example, would be about 80. In the small cap strategy, it would be about 90. In the large cap strategy, about 75. And in the focus fund, about 33. So mathematically, 33%, 33 names is an average position size of 3% and a third percent for a 90 stock portfolio.
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