Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 40: Janine Guenther, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

NOTE

Concentrated Portfolio Strategy and Diligence

Maintain a concentrated portfolio of 20 to 25 names to ensure a strong focus on knowing the fundamentals and taking profits when necessary. Diligence is crucial in managing a concentrated portfolio to navigate volatility and make informed decisions. This strategy contrasts with passive indexing and diversification as a shield for the uninformed, emphasizing the importance of actively tracking and investing in outperforming securities.

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