Is anyone doing this?
I noticed it in December and decided to set up a fund and try for fun. After an initial couple of changes (just threw it together then sorted it later) I’ve stuck with the same set of 5 stocks since.
My buy and hold investment trust strategy currently has me in 14th place
That’s not to brag or anything but it has made me greatly appreciate holding onto investmentments that you believe are good.
No doubt I could have done better being more active with it but I picked a set of stocks and have left it relatively untouched. I made a total
of 5 adjustments (replacing one stock when I sat down and decided what I actually wanted there) and have it touched it in over a month.
And who knows I may tumble down to 100th place in a week, but I’ve been consistently within the top hundred or so for a bit now with no changes to the fund.
There’s no real specific strategy to the weighting either FYI just what I felt at the time