AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
1min snip
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon
We Study Billionaires - The Investor’s Podcast Network
Finding the Right Balance in Investment Diversification
Investors vary in their approach to portfolio diversification, with some preferring a concentrated portfolio of 20 to 25 names while others opt for a more diversified portfolio with around 50 to 60 names. Both strategies have their merits, with the key being to strike a balance between diversification and focus. A focused portfolio can align more closely with market averages, reducing the risk of being too diversified to outperform the index. On the other hand, having some level of diversification can help mitigate the impact of individual mistakes on the overall portfolio performance.
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