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Mastering Sideways Market Trading: Expert Strategies and Tips with David Floyd

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The Problem With Diversification

The usual answer to an age of turbulence is just diversify more and that will smooth out returns over time. I'm not sure a diversified portfolio, it's certainly a good idea but everybody can do better than that. You've got to find some funds or some managers that are able to make money and up and down markets. They have positive convexity on their returns.

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