Great thoughts on analysis paralysis. Finding the balance is key and I agree that over-analysis is often detrimental to portfolio returns. RE: position sizing, I prefer to layer in tranches with a couple of preferred buy points identified in advance...a back up the truck price and an alternative buypoint closer to moving averages or VWAPs. Take a starter position, continue analysis, buy more in tranches if analysis is still positive, take gains often in trims. Cheers!
Great thoughts on analysis paralysis. Finding the balance is key and I agree that over-analysis is often detrimental to portfolio returns. RE: position sizing, I prefer to layer in tranches with a couple of preferred buy points identified in advance...a back up the truck price and an alternative buypoint closer to moving averages or VWAPs. Take a starter position, continue analysis, buy more in tranches if analysis is still positive, take gains often in trims. Cheers!