How Many Stocks Should Be There – or Not There – in a Portfolio?
That’s the last thing investors think of—how many stocks should be there in a portfolio. The first thing they think of is, of course, which stock to buy. Everything else comes far lower down in importance—such as when to buy and then when to sell. The least attention is given to how many stocks should one be exposed to. When a new attractive opportunity comes, it gets added to the...
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