Quick Portfolio Review – Q1 has been pretty poor for me – up 1.3%. vs 9% for the FTSE All share.
This is despite being up at various points. My general policy of not runing a stop loss has hurt me. It might be time on my more liquid holdings to consider putting stop losses in. This is very much a function of where we are in the cycle – likely near the top / end and not a general policy. Whilst some people would say that not having stop losses is irredemably reckless I would disagree.
Deep Value Investments Blog 