Pabrai’s Perfect Portfolio
Read the full article at: http://www.gurufocus.com/news.php?id=8046
Submitted by George on Tue, 2007-06-26 08:47.
(via www.gurufocus.com)
This article discusses how Mohnish Pabrai uses a ten by ten portfolio, "placeholder" positions, and other strategies to optimize his focused portfolio.
Great Article, Great Point
Too little time is spent thinking about how large each position should be. The size of the positions and the level of concentration that results has been a big part of Pabrai's success. It's definitely something to think about.