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MI158: Investing for Outsized Performance w/ Jeremy Deal
Millennial Investing - The Investor’s Podcast Network
How Concentrated Do You Want Your Portfolio to Be?
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The more companies you have in your portfolio, the less you're going to get to know those companies. Buffet has always had such a concentrated portfolio. We expect everything we own to decline by at least 50 % one time or more during the time we own it. It will go through periods of tie. Like we have part of our portfolio to day as really in favor.
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