Pabrai’s Perfect Portfolio

(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.

GeoffGannon on Tue, 2007-06-26 17:43

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.