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17:32
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Originally posted by ChasingProfits:
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I will either free carry when I have doubled my money or leave it depending on the progression of the company itself and the future outlook. For example, there are some companies that I have doubled/tripled my money but haven’t sold a single share because I expect more upside. I normally don’t sell good companies with good proactive and shareholder friendly management. These type of companies are hard to find and therefore I like sticking with them over the long term.
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Hmm interesting, cheers, so I guess from a capital allocation perspective you are probably waiting for your stocks to at least double, before you trim and reallocate? But not always.
