2min chapter

The Security Analysis Podcast cover image

Gautam Baid: The Making of a Value Investor

The Security Analysis Podcast

CHAPTER

Optimal Portfolio Composition and Allocation Strategies

Exploring the benefits of a concentrated portfolio with around 20 to 25 high-quality, diversified stocks. Demonstrating the impact of strategic allocations and the power of focusing on high-conviction investments for substantial growth.

00:00

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