Concentrated Portfolios vs. Diversified Portfolios – Which Performance Matters? Ep #67

2021-03-17

Subscribe to The Capitalist InvestorPeople are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified strategy. We dissect the two strategies in this episode of The Capitalist Investor. Don’t miss it! Outline of This Episode[0:30] Pimping your performance

Subscribe to The Capitalist Investor

People are reaching out to me on Twitter and sending screenshots showing their investments up 72% in 2020. They’re searching for an “atta boy” when they just got lucky. Most of the time, the compliments are not deserved. You can’t build yourself up because you made ONE lucky stock pick. We don’t think it’s impressive. What is? Outperformance in a diversified strategy. We dissect the two strategies in this episode of The Capitalist Investor. Don’t miss it!

Outline of This Episode