How to Build and Manage a Portfolio (2022 Q3)

In this issue of Stock Guide, we’ll be focusing on how to build and manage a portfolio. We’ll go over how many positions you should own at once, how to size them properly and when to add to your best performers.

For our Q&A, we spoke with Kenny Polcari, Founder/CEO of Kace Capital Advisors and frequent financial media commentator. Kenny shared his thoughts about the current market, how investors should be managing their portfolios in different market cycles and much more. And finally, in this issue’s Good Trade / Bad Trade, MarketSmith Coach Sunny Phan gave us the rundown on two of his recent trades.

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