9min chapter

The Investing for Beginners Podcast - Your Path to Financial Freedom cover image

Back to Basics: Portfolio Sizing and Diversification Strategies

The Investing for Beginners Podcast - Your Path to Financial Freedom

CHAPTER

Optimizing Portfolios by Choosing the Best Companies

This chapter focuses on the speaker's strategy for portfolio optimization, stressing the importance of selecting top companies rather than fixating on specific allocations. It explores avoiding over-concentration, identifying one's circle of competence, staying updated on industry trends, and taking small positions in new companies to enhance knowledge.

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