Jim Letourneau's Blog

Investing, Technology, Travel, Geology, Music, Golf. I think that covers it.


Over time it is easy for a portfolio to end up with too many positions. For me once I own over 20 different companies (your number may be 5, 10 or 50), it is usually time to clean house. Today I did some selling of bits and pieces and used some of the proceeds to bolster positions in companies that I like.