Some businesses are also more anti fragile than others. Some companies can only do well in good times, so they're kind of harder to have as huge positions. I like to look true diversification. Even though i have like 18 stocks, how many businesses do i have in my portfolio? If i was looking at my portfolio as a conglomerate and i'm the co ihave, i don'tknow, a thousand businesses. How do you think about it?
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