Why Diversifying Your Portfolio Feels So Awful

Money For the Rest of Us

Το περιεχόμενο παρέχεται από το Money For the Rest of Us and J. David Stein. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Money For the Rest of Us and J. David Stein ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1+ y ago 26:31

MP3•Αρχική οθόνη επεισοδίου

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on April 10, 2024 19:03 (6d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Warren Buffet said, "Diversification makes very little sense for anyone that knows what they’re doing." He also said, "Diversification is a protection against ignorance..." Most of us need that protection against ignorance, yet diversification often makes us feel bad when some of our holdings don't do as well as others. We make the case why we should diversify anyway.

Topics covered:

Warren Buffet says it's crazy to own more than 30 stocks, but Berkshire Hathaway owns 48 stocks
What does it mean to analyze a business
How have U.S. stocks performed relative to non-U.S. stocks long-term
What has driven the outperformance of U.S. stocks and what has to happen for it to continue
What are examples of diversification plays just in case the U.S. falters

For more information on this episode click here.

Show Notes

Warren Buffett and Diversification—GrahamValue.com

The Complete Berkshire Hathaway Portfolio by John Divine U.S. News

The Business Cycle Is Different Than The Economic Cycle - Crestmont Research

EU Natural Gas—Trading Economics

Related Episodes

254: Should You Be 100% Invested In Stocks?

275: Are You Over Diversified?

364: Should You Hedge Your International Stock Exposure Against Currency Fluctuations?

Sponsor

Masterworks – invest in contemporary art

See important Regulation A disclosures at masterworks.io/cd

Since inception, Masterworks has sold six paintings from the collection. IRR is net of all fees and expenses and is presented on a deal-weighted basis, which assumes the same investment amount was made in each applicable offering. In certain cases, Masterworks may concede its fees and/or profit sharing in connection with the sale of a painting for the benefit of the shareholders. Net IRR was calculated assuming all fees and profit sharing to which Masterworks was entitled were charged to the issuer. IRR on sold artwork is not indicative of Masterworks’ overall performance or future results.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

491 επεισόδια

#Personal Finances #Lifestyle #Trading #Economics #Economy #J. David Stein #Money For the Rest of Us #Business #Investing