I’m just starting to get into Strategies so I’m sorry if this isn’t a good question. I see in the notes that you can use something like Eval(Weight>30, 0.5, 0) to trim a position if its weight gets too high. Is there something similar if a position gets too low and you want to top it up?
I’m looking to keep things pretty basic, such as the following:
- Hold max 10 stocks (if nothing qualifies just wait in a cash position)
- new buys at 10% weight even if the sold position was higher than 10%, if not enough cash then buy as much as you can up to cash available (maybe include a minimum value, and under that don’t buy any)
- if positions grow to 13% then trim back to 10%
- if positions fall below 7% then top it up back to 10% (or as close as available cash allows)
