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TIP486: Macro Investing w/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
The Beauty of Diversification
In the last 10 years, owning a value portfolio has been a horrible relative performer inside of a total stock market portfolio. But now we're seeing the tide kind of change there, where value in the last year, year and a half has absolutely smoked growth. And so that's part of the beauty of diversification is that there's a lot of people that could have looked at the value portfolio and said "I hated it"
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