written by reader Exact Portfolio Composition

by chojnowski | April 18, 2016 9:51 am

Hello everyone,

I am very glad to join your community and eventually access Travis’s thought on stocks.

As I was following Stock Gumshoe for a year now and just converted to the Premium subscription, I thought I would find Travis’s portfolio composition but I didn’t manage to see it.

I have spotted an rough composition of his portfolio but nothing really accurate and up to date.

So I was wondering if it is intentional or if it is because nobody asked for it before?

I personally would love to get an insight of how he divides his portfolio between stocks, funds,…

Have a very good day.
Pierre

Source URL: https://www.stockgumshoe.com/2016/04/microblog-exact-portfolio-composition/


4 responses to “written by reader Exact Portfolio Composition”

  1. chojnowski says:

    So I guess I have asked something I shouldn’t?

  2. Didn’t see the question earlier… I don’t share the specifics of portfolio weighting because I don’t wish to give the impression that I recommend a particular portfolio composition. I do share thoughts about my weighting a in commentary, as when I discuss which holdings are in my top ten and have overweight positions, but if that information is useful I can try to sort my portfolio holdings by size rather than alphabetically to convey a similar sense of my portfolio.

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