Weekly Notebook Review with Robert McGroarty

#ExploringtheProcess: 2 Investors Set the Stage & Discuss Position Sizing + Timing


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Chris and I review the importance of position sizing & timing when making an investment decision. We discuss when to take a position to Min, Mid & Max size (specifically we review the recent moves in $XLU + $GLD). Plus, when you execute well, it knocks down the dominos to maintain the momentum to find something, somewhere globally that's either at the top or bottom end of the risk range to either buy or short. Patience should remain a key aspect of your investment management process.   

Chris mentioned a couple podcasts that he incorporates into his routine that helps provide a "different" view point to our more momentum focused investing strategy. Please find the links below to those podcasts:   

  • Value: After Hours -- https://www.youtube.com/playlist?list=PLUnITKv7uEyvDdcVPl-9bnuDAFmzf2V-_ 
  • Top Traders Unplugged -- https://www.toptradersunplugged.com/ 
  • The Business Brew -- https://www.podpage.com/the-business-brew/
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    Weekly Notebook Review with Robert McGroartyBy Robert McGroarty