Django Davidson, Hosking Partners · The Master Investor Podcast with Wilfred Frost · How to Profit When Cycles Turn - Django Davidson on Capital Cycle Investing
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Allocate a small position (≈1% of portfolio) to a beaten-up copper mine, then let other portfolio counselors buy more shares if the price falls, effectively dollar-cost averaging the position
1% initial allocation; price fell 30% making it 70 bps of the portfolio
“…using this multi-counselor approach with one multi-counselor taking the initial decision, others following and buying at sometimes better prices…”
“The move to Treasury QE... seems to have a positive effect on the Bitcoin price.”
“So having a small portfolio helps us get into those without too much risk. But small ADT stocks can be ignored by instos because they know that they would move the price if they bought or sold.”
“You don't want to, for instance, sell Commonwealth bank shares and then buy back the exact same number... but if you're rebalancing the portfolio at the same time, then that's certainly above board”
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