The reason to keep the position small is because in my analysis Nokia is a speculative stock and we have firm guidelines for speculative stock that limit the position size.

FORBES: Why Nokia's Dividend Cut Is Really Good News

Even if you never show a profit, you can claim your losses if you can show you had good reason to believe you might make money--a chance for a substantial profit in a speculative venture is enough--and adjusted your strategy or quit the business when it didn't pan out.

FORBES: Investment Guide