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#53 Todd Wenning on Lessons from the Titans
Investing by the Books
The Importance of Position Sizing in Investment
Position sizing is a crucial tool for investors to manage their investments based on changing circumstances. It allows investors to allocate their resources behind the most likely positive outcome and adjust their bets as the odds of success change. This tool enables investors to scale back their investments when yellow flags or concerns about a company arise, such as overvaluation or new competitive threats. As public market investors, it's challenging to pick up on concerns on a daily basis, and position sizing serves as a valuable tool to manage ongoing concerns while still maintaining an interest in the company. Overall, position sizing allows investors to continuously adjust their bets based on evolving conditions, making it an essential strategy for managing investment portfolios.
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