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Portfolio Diversification
I think the problem with ate mani many portfolioss is what i call false diversification. False diversification confuses two things, a portfolio with a bunch of stuff and a diversified portfolio. There're different things if every thing in your portfolio is the same trade. So don't fool yourself, frank d. Don't think you're diversified. And so you have to look for things that are truly diversified by nature, by construction. For we need to keep this idea portfolios again, ar arlike themes and anuni,. To truly fine that true diversification. I think there a lot of traps in the system, and just need to be careful.