Joel Tillinghast on Fidelity Investments
Masters in Business
The Importance of Diversification and Staying Informed
This chapter explores the significance of staying updated on stocks, maintaining a diverse portfolio, and understanding well-managed banks in investment decisions. It discusses strategies like owning a few hundred pieces of a particular sector, meeting with management, and comparing financial results. The chapter also addresses the debate between identifying winners or eliminating poor members of the portfolio, and the importance of removing worst-performing investments.
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