offline
Auch eine interessante Sichtweise:
******
Aggressive Trading Can Be an Important Part of a Balanced Portfolio
Having both a long-term portfolio and an aggressive trading account is one of the best forms of diversification.
....
It is important to understand that traditional Wall Street is primarily focused on portfolio management. Individual stock picking is a very important factor for many big investors, but it must be considered in the context of risk management, diversification, and time frames shift. When these issues are confronted, the focus tends to shift away from aggressively trading fast-moving stocks in very short time frames. Trading meme stocks may be an appropriate allocation for a small number of funds, but it just isn't an effective way to manage a portfolio.
The difference in styles between trading stocks and portfolio management is often a function of account size. An individual trader with a few thousand dollars typically isn't very interested in running a balanced account with a variety of positions
...
There is a middle ground between running a conservative portfolio and aggressively trading an account, but it requires a high level of effort and a clear game plan. Dedicating a portion of an account to extremely aggressive trading is often a good way to diversify. Still, short-term trading can be very distracting and makes it easy to lose focus on other stocks that may require attention.
What causes problems for many individuals is style drift. It is very easy to overtrade a longer-term portfolio or to let short-term trades turn into investments. One of the most dangerous things that traders do is keep averaging into a stock that was initially supposed to be a short-term trade. Discipline goes out the window, and suddenly this little stock is now a major investment with a high degree of risk.
...
https://realmoney.thestreet.com/investin...o-15675420
******
Aggressive Trading Can Be an Important Part of a Balanced Portfolio
Having both a long-term portfolio and an aggressive trading account is one of the best forms of diversification.
....
It is important to understand that traditional Wall Street is primarily focused on portfolio management. Individual stock picking is a very important factor for many big investors, but it must be considered in the context of risk management, diversification, and time frames shift. When these issues are confronted, the focus tends to shift away from aggressively trading fast-moving stocks in very short time frames. Trading meme stocks may be an appropriate allocation for a small number of funds, but it just isn't an effective way to manage a portfolio.
The difference in styles between trading stocks and portfolio management is often a function of account size. An individual trader with a few thousand dollars typically isn't very interested in running a balanced account with a variety of positions
...
There is a middle ground between running a conservative portfolio and aggressively trading an account, but it requires a high level of effort and a clear game plan. Dedicating a portion of an account to extremely aggressive trading is often a good way to diversify. Still, short-term trading can be very distracting and makes it easy to lose focus on other stocks that may require attention.
What causes problems for many individuals is style drift. It is very easy to overtrade a longer-term portfolio or to let short-term trades turn into investments. One of the most dangerous things that traders do is keep averaging into a stock that was initially supposed to be a short-term trade. Discipline goes out the window, and suddenly this little stock is now a major investment with a high degree of risk.
...
https://realmoney.thestreet.com/investin...o-15675420
