How Do You Think About Diversification When Building a Portfolio?

When we're, when i'm building out a portfolio, it's the, the most important aspect of it is capital preservation. And so that ties into what's the maximum exposure we want with respect to business risk. We try and keep te catestrophic risk at the business level out of, out of the portfolio. The the second way we look at risk is, uh, att on the uh on the end customer side. That's where the industry cycles actually come more into play.

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