Last month, David Poppe, the fund's lead portfolio manager, told investors at the Plaza Hotel on Friday that the fund will set a cap of 20 % of assets as
the maximum position size in its portfolio.
Backtesting this screen with a rebalance period of every 4 weeks and
a maximum position size of 10 % (in instances where less than 10 companies qualify) has produced solid 5, 3, and 1 year returns (see December's list for a backtest).
But if you've been following
the maximum position size rule, you will have been taking profits on the way up and any subsequent downturn will help limit the harm to your portfolio.
We limit stock specific risk by usually investing in over 500 stocks and
the maximum position size for any individual stock is 0.75 %.
We limit stock specific risk by usually investing in over 400 stocks and
the maximum position size for any individual security is 0.75 %.
Notice that as you reduce
your maximum position size, you must by simple math increase the number of stocks in your portfolio.
I consider the choice of
maximum position size and number of stocks to be a personal decision.
Earlier this year, I did some trimming in my DGP expressly based on this factor of
maximum position size.
So, if you have $ 40,000 in your account,
the maximum position size you would take is $ 400.
From reading articles and comments around the Web, I have learned that many dividend growth investors prefer to hold
maximum position sizes of 5 %, 4 %, 3 %, or even 2 % of their portfolios.
Establish introductory, normal and
maximum position sizes, and hold to them.
Not exact matches
12 - volt power outlets 136 alternator -
maximum capacity amps 17 wheel
size 24570r17 tire
size 3 - point seat belts in all
positions 402040 split - folding seats -...
Since my
maximum target
position size is 10 %, I really have no room to add more LNT.
Hence, this
position sizing model uses the
maximum draw - down to determine how much to risk.
Know the exact
position size you should use to keep your
maximum loss to a constant, regardless of how big your stop loss is or which currency pair you are trading.
* The
maximum accumulated
position size for Ripple is 1,000,000 RIPPLE (10 LOTS), details in our Conditions and Charges page
including instant margin recalculation for open
positions,
maximum exposure limit for each symbol in each group and the ability to determine ticket
size increments.
In order to decide on the appropriate
position size, we determine the potential downside of the security from its current market value using our proprietary
Maximum Loss analysis.
Our
Maximum Loss discipline is the lynchpin of our investment process and drives our
position sizing.
Fiery Whirl can hit your target for a
maximum of 8 times depending on
position, target
size and freedom of movement: if used against a wall your enemies will take all hits.
A generously
sized dining table is
positioned directly below the apex for
maximum impact.