AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
We Study Billionaires - The Investor’s Podcast Network
Putting Together a Perfect Portfolio
The idea of a perfect portfolio actually came as a result of some challenges we hadn't in the fourth quarter of 2018. We had allowed each position to grow quite large. How do we measure our own conviction such that we can size positions correctly? And what kind of returns are we looking for? For us, we're looking for a net a fees return to 12%.
00:00
Transcript
Episode notes
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