AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
MI149: Peter Lynch & GARP Investing w/ Robert Reynolds
Millennial Investing - The Investor’s Podcast Network
How to Approach the Number of Positions in Your Portfolio
3min Snip
00:00
Summary
Transcript
Episode notes
Lanch: I don't want to be over concentrated in one position, because i can absolutely be wrong. But i don't wan to have like a hundred positions, because i don't have enough time to look after us. Somewhere in between 25, well, let's say 20 and 30 positions is sort of like my sweet spot. As if right now get more concentrated, because as we start to see pretty decent corrections, i just find more sense in concentrating some of my lower conviction plays into my higher conviction plays.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode