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New investment post on permanent portfolio [ClearOnMoney]
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New investment post on permanent portfolio

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Commentary

New investment post on permanent portfolio

11 Jan 2012 by Jim Fickett.

As mentioned before, my general framework for portfolio management is this:

  • Aiming for about 20 positions of about 5% each
  • 10 positions “permanent”, or at least changing very rarely, and aiming at capital preservation with some reasonable return
  • 10 positions aimed at taking advantage of bargains and trends, with somewhat more rapid turnover

The idea behind the first two points is to keep the amount of research required to stay on top of things manageable. The third point, on the other hand, is aimed at increasing returns.

Today there is a new Investment post (free registration required), about an exploratory position that I'm moving towards a permanent portfolio position.