Here’s our Club Mailbag email [email protected] — so you send your questions directly to Jim Cramer and his team of analysts. We can’t offer personal investing advice. We will only consider more general questions about the investment process or stocks in the portfolio or related industries. This week’s question: As you would imagine, many of us Club members hold positions in the Portfolio stocks with sizing that differs from the Club holdings. With that in mind, a suggestion… When you issue a Trade Alert, it would be helpful if you would include the percentage of the existing Club holding that you are either adding or selling. This would enable Club Members to easily calculate the specific number of shares to add or sell relative to our own position, should we wish to mirror the Club’s sizing/weighting for each stock. We appreciate that members may want to mirror our Club portfolio trades and position weightings but feel that adding the percentage of the position bought or sold to the trade alerts would send the wrong message. At best, it would not be very meaningful; and at worst, it has the potential to mislead members by focusing their attention on a metric we don’t find valuable. For starters, the goal of the CNBC Investing Club is education with a focus on market analysis, stock research and selection, and portfolio management; not for members to mirror our portfolio or our moves. In fact, we don’t recommend members own more than 10 stocks (15 at most if you can commit the time). That’s because Jim Cramer always says we do buy-and-homework – one hour per holding, per week of homework, which can become burdensome once a portfolio begins to exceed that number. We currently hold 33 stocks and have a team of analysts, reporters and editors working full-time on developments related to our holdings. With that in mind, the reason we don’t include data about the percentage share of our holding we are buying or selling is because we don’t think it…
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