Ep 167: Matt Caruso: Managing Expected Returns
Investing With IBD
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How to Manage Concentration in Energy Sectors
Matt Borsuk: The relative strength lines have been dominated by the oil and gas industry, the energy plays. How do you kind of manage that where you don't get those situations? He says there's no point in diversifying if you have to diversify into a poor investment. A second mistake people make is they just think about the stocks they don't think about the portfolio or overall exposure.
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