The Canadian Investor
How Many Stocks is Too Many?
Jun 10, 2024
In this episode, they discuss how to reduce stock holdings, the growth of LinkedIn, and the stock-to-flow ratio for commodities and Bitcoin. They also touch on managing a stock portfolio, diversification, and the success of LinkedIn under Microsoft's ownership.
43:49
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Quick takeaways
- Balancing stock picks with index funds can optimize portfolio diversification and performance for individual investors.
- LinkedIn's growth and acquisition by Microsoft showcase its transformation into a crucial platform for professional networking and business services worldwide.
Deep dives
Optimal Number of Stocks in a Portfolio
To determine the ideal number of stocks in a portfolio, it's crucial to consider personal preferences and factors like time availability. While some recommend diversifying and avoiding excessive individual holdings (e.g., over 100 stocks), the optimal range for most individual investors is often around 10 to 15 holdings. Balancing stock picks with index funds can offer diversification and performance potential, aligning with a more manageable and strategic investment approach.
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