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  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    Dave,

    First, let me say that I think that you're definitely one of the better contributors to SA, and I make it a point to ALWAYS read your contributions.

    I do have a question, however. Relatively recently, you mentioned allocating even dollar amounts to all of your positions, when constructing your portfolio, because you didn't feel you could make proper allocations. Do you still feel that way? I'd think that even a rudimentary allocation by sector would be very helpful. (Like you, evidently, I dunno whether PEP or KO would be the "better" buy, for example).

    Hope your new year goes well..
    Jan 05 22:44 pm |Rating: +1 0 |Link to Comment
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