value and opportunity

For several personal reasons (don’t worry, all of them VERY positive !!), I already have less time and will have even less time for detailed company analysis in the future. So the question for me is: What do I need to do with my portfolio (and the blog)?

A few questions I have been asking myself were:

Should I

1. have more positions to diversify or should I have less positions to concentrate on the remaining ones ?
2. allocate more money to other money managers or even start investing into ETFs ?
3. try to focus on less risky stocks ?
4. just do shorter company analysis and focus on the essentials ?
5. or even go back to a more mechanic approach (BOSS Score) ?
6. focus more on my Circle of competence and skip trying to extend it ?
7. Or even focus only on  a small universe of the highest quality stocks ?
8. increase my minimum holding period to slow down turnover ?
9. Avoid “Higher maintenance” positions like M&A arbitrage etc ?
10. Do more “shadowing” of investment managers I admire ?
11. What should I do with the blog ?

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