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Deutsche Multi-Market Income T Message Board

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  • stopoptions stopoptions Feb 24, 2012 1:39 PM Flag

    Topping Out

    Are you good at picking winners or just lucky?

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    • I ride on the coattails of others and do some DD. A very knowledgeable friend mentioned KMM to me in 2000 and I kept adding it. I have too much in this, but I read some comments by astute/successful investors in Santa Barbara that said to truly thin out your holdings unless you intimately know and can follow each of your diversified investments. They did incredible due diligence, so I have fewer holdings with bigger positions and I follow them. But truth be told, I am lucky so far, and there are so many smart people out there! We are small fry.

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