Warren Buffett: How Much Time Should You Spend Thinking About Your Portfolio
During the 2007 Berkshire Hathaway Annual Meeting, Warren Buffett discussed how much time you should spend thinking about your portfolio.
When I had more ideas than money, I was thinking about everyone all the time because I was thinking about buying the next one and which one I would have to sell in order to buy something even more attractive.
So my opportunity cost, as Charlie would put it, then, was the least attractive stock which I would give up to buy something more attractive.