Enduring Investing and Life Lessons with Guy Spier
Excess Returns
00:00
The Power of Random Portfolios
Bob Greene: Buffett and Munger have pointed out that the vast majority of their returns are driven by a handful of names. He says if you could hold on to those great performing stocks, I mean, that's going to be major contributing driver to returns. Greene: The standard for behaving needs to be very, very high, it needs to be more than just rebalancing my portfolio.
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