How Important Is a Diversified Set Up in a Recession?

With your portfolio, have like 30 stolks due to your usees structure. Do you think such a diversified set up is an advantage right now? When i have 30 stocks, you have a little bit more di diversity. So in my fund, 80 % of all companies have heald revenue grows around 25%. And the ebit margin around 20%. They will make money. Have a positive cash law, and they woll make money on the ibit side in the next three years. That's the main thing. Look at companies. I know i like compani's with there. But it could be the next amazon in the spy attack area. It's down 90

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