I like your videos and tweets. Helps me think in a better way. One suggestion you may consider is that it would be great if you do videos on the earning results with those nice sankey charts on the pl statement and cash flow statement during the earnings season.
Can you help clarify: you do automated fixed monthly investment but don't add to your losers .. so does that mean the automated fixed monthly investment only applies to the stocks that are winners (so far)?
Great question! The automated part of the process is the amount and the time of the month it gets invested. However, the investment selection is not automated. I (Bertrand here) want the thesis to be on track when selecting an investment. I add fuel to winners, no losers. By not adding to them, I let losers become a tiny part of the portfolio (due to their underperformance). Adding to winners is an excellent opportunity, as long as the thesis is on track and the initial investment remains reasonable in % of the funds added to my portfolio (that number will be different for everyone). In short, as best put by Peter Lynch, I water the flowers, not the weeds.
Hi! Thank you for this useful information!
I like your videos and tweets. Helps me think in a better way. One suggestion you may consider is that it would be great if you do videos on the earning results with those nice sankey charts on the pl statement and cash flow statement during the earnings season.
Can you help clarify: you do automated fixed monthly investment but don't add to your losers .. so does that mean the automated fixed monthly investment only applies to the stocks that are winners (so far)?
Great question! The automated part of the process is the amount and the time of the month it gets invested. However, the investment selection is not automated. I (Bertrand here) want the thesis to be on track when selecting an investment. I add fuel to winners, no losers. By not adding to them, I let losers become a tiny part of the portfolio (due to their underperformance). Adding to winners is an excellent opportunity, as long as the thesis is on track and the initial investment remains reasonable in % of the funds added to my portfolio (that number will be different for everyone). In short, as best put by Peter Lynch, I water the flowers, not the weeds.