Show Us Your Portfolio: Harin de Silva
Excess Returns
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The Importance of Diversifying Your Portfolio
I think a lot of people tend to have sources of return that they don't realize maybe you're very correlated with each other. So I'm always looking for premium that I can add to my portfolio in that last one third. That's going to help me achieve my return goal. And it's really, really hard to do this if you're a US based investor. Because when you look backwards in time in the US, I'm the last 40 years US stocks have dominated everything else. Right.
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