6Mes
Why sell marubeni u mercadolibre? I would expand
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6Mes
@Divids That would be a point where I would need some suggestions. Due to the current poor performance, the two positions would fall victim to the benchmarking as I thought and be replaced by positions that are currently performing better.
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6Mes
@Kimono_93 Suggestions in the sense of whether the idea with the benchmark is useful or garbage.
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6Mes
@Kimono_93 so the getquin rewind is enough for me, I don't need another benchmark. I see Marubeni and Mercado more as long-term runners. You might have a lot of back and forth in your portfolio if the benchmark decides. Or?
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6Mes
@Divids In future, my aim with individual shares would be for them to outperform the market. Otherwise I could simply spread all the money over the ETFs and have peace of mind.
I mainly see benchmarking as a hobby. I simply enjoy it and hopefully it will pay off in the long term. I will also decide how strictly I keep it depending on how much turbulence it brings to the portfolio. Should each share perform better than the benchmark or all of them on average? Do I expand the number of stocks or do I continue to reduce them?
As the ideas are all quite fresh, only time will tell. Theoretically, a stock that I put on my blacklist has a quarter of a year to "improve". This should keep the movements within limits.
In the past, I have also been quite sluggish when it came to getting rid of poorly performing stocks. Hopefully the new approach will help.
I mainly see benchmarking as a hobby. I simply enjoy it and hopefully it will pay off in the long term. I will also decide how strictly I keep it depending on how much turbulence it brings to the portfolio. Should each share perform better than the benchmark or all of them on average? Do I expand the number of stocks or do I continue to reduce them?
As the ideas are all quite fresh, only time will tell. Theoretically, a stock that I put on my blacklist has a quarter of a year to "improve". This should keep the movements within limits.
In the past, I have also been quite sluggish when it came to getting rid of poorly performing stocks. Hopefully the new approach will help.
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I agree with @Divids - expand
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•6Mes
@Kimono_93 then just do it! Why not? You can change something at any time o customize
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•6Mes
@Divids That's why. Nobody forces you to do anything. :)
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