Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes

Sep 25, 2023

52:19

The idea of diversification is simple. Most investors understand that spreading your bets and avoiding overconcentration is a good idea. But the details behind how to do that can be much more complicated. In this episode, we take a deep dive into diversification. We look at the number of stocks a portfolio needs to be diversified, the importance of factor diversification, whether a portfolio with only stocks and bonds can be considered properly diversified and why rebalancing is an essential part of diversification.

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