Minyanville posting: Your Portfolio Style - Concentrated or Diversified?
This week's Minyanville posting looks into the two primary portfolio construction styles - concentrated versus diversified.
"Back on August 21st, I authored an article entitled What’s Your Core Investment Style?, in which I compared the market-timing aspects of various investing styles. I now want to take the portfolio-strategy discussion to the next level, by talking about portfolio composition.
Successful investors follow one of two portfolio construction styles. They either concentrate their holdings into a handful of issues, or they diversify, tilting the positions from an economic sector and/or style perspective. Let’s look at the pros and cons of each..."
To read the full current Minyanville commentary as well as prior postings, click here