How to determine size of bet ?
There are two schools of thoughts lets contemplate over them
Balanced diversification
Rohit Chauhan – On his blog [Emphasis Mine]
My bet or size of the position is generally 2% or 5 % and a max of 10% if my level of confidence is very high. However I am not into portfolio balancing. So if my best idea has done well and is now say 20% of my portfolio and I …
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