Less Is More: A Case for Concentrated Portfolios (maybe not just for day-trading)
I understand many of them are marketing materials for asset management / investment firms. I'd like to know your take about stock holdings concentration and diversification? I can understand how diversification as a good thing especially in a general rising market condition where concentration on a few countries or companies could have ignored Japanese or some other high flying equities market.
quick google search:
https://www.google.ca/search?q=diversif ... 2&ie=UTF-8
Less Is More: A Case for Concentrated Portfolios
http://www.lazardnet.com/us/docs/sp6/30 ... l+Advisors
Just Concentrate. Does minding fewer stocks add more oomph to a portfolio?
http://pages.stern.nyu.edu/~adamodar/Ne ... ontdiv.htm
Diversification versus Concentration . . . and the Winner is?
http://www.uts.edu.au/sites/default/files/wp18.pdf
Concentration: the case for putting all your eggs in one basket
http://www.ft.com/cms/s/0/d4e511fc-250f ... z3bMexsZ2x
Thoughts on Diversification vs. Concentration
http://basehitinvesting.com/thoughts-on ... entration/
Charlie Munger on Investment Concentration versus Diversification
http://25iq.com/2013/01/16/charlie-mung ... ification/
quick google search:
https://www.google.ca/search?q=diversif ... 2&ie=UTF-8
Less Is More: A Case for Concentrated Portfolios
http://www.lazardnet.com/us/docs/sp6/30 ... l+Advisors
Just Concentrate. Does minding fewer stocks add more oomph to a portfolio?
http://pages.stern.nyu.edu/~adamodar/Ne ... ontdiv.htm
Diversification versus Concentration . . . and the Winner is?
http://www.uts.edu.au/sites/default/files/wp18.pdf
Concentration: the case for putting all your eggs in one basket
http://www.ft.com/cms/s/0/d4e511fc-250f ... z3bMexsZ2x
Thoughts on Diversification vs. Concentration
http://basehitinvesting.com/thoughts-on ... entration/
Charlie Munger on Investment Concentration versus Diversification
http://25iq.com/2013/01/16/charlie-mung ... ification/