Lesson 4: Position Sizing for Pickers. Pre-commit how much each pick can be. The number you pick under calm beats the one you'd pick in the moment.
How big is too big?
Go with your gut before we put a number on it.
Assessment
You're genuinely confident in one stock pick. Roughly how much of your whole portfolio should it be?
Conviction's high 🤑 How much do you actually put in?