Re: An experiment with riding a mutual fund manager
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do you follow his re-weightings?
if one of those stocks moves to a below top 5 weight, do you sell it and buy the one that mvoed into the top 5?
Barron
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It's not a simple top 5, but yes, I will move if he significantly moves his weightings.
It's true that I don't know the holdings or weightings real-time, but this fund in particular has very low turnover.
eastbay
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