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Premium: A Fast Moving Stock Gets Into the Multicap Portfolio


This is an interesting opportunity, but one that's fairly risky simply because it's moved up fast. The problem with adding stocks at new all time highs is that you just don't feel great taking them as fundamental opportunities, even if the future seems good. This is one of them.

We've not added stocks to the portfolio for a while, and that will also change in the next few weeks. Remember that in the multi-cap portfolio we have 25 positions, with 4% each. We will still have 10 positions empty even after this addition. Therefore, we . . .

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