If you’ve lost your mojo as an investor, there must be a way to get it back.
Clearly, owning losers is no way to beat your benchmark. However, not owning the index winners is equally important, which causes many equity fund managers to"hug" their benchmark for dear life. I have written previously about how five stocks —To track the weight of those five names would occupy a sizeable 21% of a portfolio today. While that is higher than their 18% heft at the beginning of 2021, very few active managers would have overweighted them collectively.
From first-hand experience, most of us who bought a stock at $100 think it's much more attractive at $80 or lower and deploy available cash to add to the most attractive names. This assumes that we know the company well. However, few professional investors coming off a difficult year leave their entire portfolio unchanged. There may be a couple of obvious cases where industry or stock-specific fundamentals no longer justify inclusion in the portfolio, where they occupy too much of what we call"valuable real estate."
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