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RWH017: Fidelity Legend Joel Tillinghast
We Study Billionaires - The Investor’s Podcast Network
How Do You Invest in a Fund That's Massively Diversified?
Gakre has a very narrow portfolio of a few major holdings. UnitedHealth is over 5% of the fund. Metro, the Canadian supermarket is close behind. AutoZone is also a very substantial holding. If you took just the top 50 or hundreds stocks, you might say this is actually a fairly concentrated fund.
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