Strategy
Position sizing
How much of a portfolio to put in single stocks, how big one holding should get, and when adding to a loser makes sense.
StrategyPosition sizing
Should You Average Down on a Losing Stock? A 5-Question Test
Should you average down on a losing stock? A 5-question test on thesis, position size, and opportunity cost before you buy more of a falling stock.
Oct 7, 2026 · 9 min read
StrategyPosition sizing
What Percentage of Your Portfolio Should Be Individual Stocks?
How much of your portfolio should be individual stocks? A sizing framework: core vs. satellite, single-stock caps, fund overlap, and when to size up.
Oct 7, 2026 · 8 min read