Building A Portfolio Part 1: Not Just Buying Stocks

http://seekingalpha.com/article/1917081-building-a-portfolio-part-1-not-just-buying-stocks?source=feed ByInzkeeper:

As I mentioned in my last article, “What A Difference A Year Makes” my focus this past quarter has moved from choosing and buying individual stocks to building a portfolio. In the current market, the action for me is the same (buying stocks), but the motivation, purpose, and research are different.

I have been in discussion with an experienced, retired, local investor friend whose stage, approach, and outlook are significantly different from my own. It has been another stretching experience. In considering his suggestions, I have begun to look at my portfolio in a variety of ways. Now that I partner with thirty quality companies, triple the number I held a year ago, I am starting to acquire more of positions I already have instead of each bi-monthly purchase being a new name. Also, I am much more concerned about how each company fits within my strategy and framework.

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