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Value After Hours S03 E26: Lumber, Inflation, Deep Survival

The Acquirers Podcast

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Portfolio Construction in the S and P 500?

If you look at the top components of the s and p 500, i have no view on them. The vast majority of your money is wrapped up in five securities that i don't really know those companies. And if i under perform for long enough, that's exactly what i, i will do. I'll just give my money to the s n p pay like, ten basis points or whatever the e t f charges. That's not a bad outcome, but how i've got totatally got into this mess? You're going to get over skis here pretty quick.

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