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  5. MISC: How much attention should I pay to book value? [Miscellaneous]

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Q: How much attention should I pay to book value? How does book value play into managing a portfolio? After holding an investment for a number of years, taking profits, adding to the position, etc, I try to look at both the market and book value when making decisions. My idea is that I don't want the book value to exceed 4-5% of any stock. Lots of advice about management of the current market value, but I hear less about book value. Thanks for your advice.
Asked by Matthew on November 04, 2025
5i Research Answer:
For certain companies that are more focused on physical assets or financials, book value can be...
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