Current Chumpmenudo portfolio:
Worth noting the following vs. my rules:
- Core group needs two additional stocks
- Allocations in core are a bit scattered, though I don't want to reduce a position if its still undervalued, nor will I add to a position that is presently overvalued
- Non core group has 14 positions, but after I sell EMN, this will be corrected. TIPs are really not a position, more like cash.