Valuing Dutchman

Valuing Dutchman

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Valuing Dutchman
Valuing Dutchman
Doubler Portfolio: First transactions
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Doubler Portfolio: First transactions

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Sam Hollanders's avatar
Sam Hollanders
Apr 29, 2024
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Valuing Dutchman
Valuing Dutchman
Doubler Portfolio: First transactions
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It took me some thinking to determine how I wanted to approach the start of the Doubler Portfolio. After all, we already have a list of selected stocks with many attractive options at the moment. It would be impractical to slowly build up position by position over a long period, especially if the goal is to double. If you want to grow, you need to be substantially invested. But you also don't want to rush things. That's why I decided to immediately select 9 out of the currently attractive 12 stocks to purchase.

I mostly adhere to the rules I've set regarding capital allocation. This means investing between 2% and 2.5% of the portfolio for each position, spread across those 9 positions.

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