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Back to Basics: Portfolio Sizing and Diversification Strategies

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Conteúdo fornecido por Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Dave: Welcome, listeners, to The Investing For Beginners Podcast. Today's discussion, "Back to the Basics" delves into the intricacies of portfolio sizing and diversification.

Andrew: We'll explore traditional and contemporary thoughts on portfolio structure, the role of diversification, and the influence of market trends on investment choices.

Dave: Plus, insights on position sizing: when to start small, when to increase, and how to manage your investments within your circle of competence.

Andrew: We'll be sharing our own portfolio experiences, addressing the balance between knowledge and market unpredictability.

Dave: Join us for this and future episodes as we guide you through the investment landscape with a margin of safety as your compass.

00:00 Build diversified portfolio, balance exposure, avoid risk.

04:59 Manageable portfolio size: 15-20 companies, 5% per stock.

08:00 Consider portfolio diversity, own what you understand.

12:10 Portfolio strategy: comfort, familiarity, and company growth.

14:11 Suggest considering concentration versus smaller position sizes.

18:05 Diversified portfolio aiming for around 25 companies.

21:05 Unsure about investing, knowledge may hinder decisions.

24:33 Being aware of market trends is crucial.

26:42 Be aware of IPOs like DoorDash's.

30:34 Knowledge leads to bigger investment opportunity.

33:00 Have a great week, talk to you!

Today's show is brought to you by:

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

DCF Demystified Link

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500 episódios

Artwork
iconCompartilhar
 
Manage episode 415852035 series 3422773
Conteúdo fornecido por Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Andrew Sather & Glassbox Media, By Andrew Sather, and Dave Ahern | Stock Market Guide to Buying Stocks like ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Dave: Welcome, listeners, to The Investing For Beginners Podcast. Today's discussion, "Back to the Basics" delves into the intricacies of portfolio sizing and diversification.

Andrew: We'll explore traditional and contemporary thoughts on portfolio structure, the role of diversification, and the influence of market trends on investment choices.

Dave: Plus, insights on position sizing: when to start small, when to increase, and how to manage your investments within your circle of competence.

Andrew: We'll be sharing our own portfolio experiences, addressing the balance between knowledge and market unpredictability.

Dave: Join us for this and future episodes as we guide you through the investment landscape with a margin of safety as your compass.

00:00 Build diversified portfolio, balance exposure, avoid risk.

04:59 Manageable portfolio size: 15-20 companies, 5% per stock.

08:00 Consider portfolio diversity, own what you understand.

12:10 Portfolio strategy: comfort, familiarity, and company growth.

14:11 Suggest considering concentration versus smaller position sizes.

18:05 Diversified portfolio aiming for around 25 companies.

21:05 Unsure about investing, knowledge may hinder decisions.

24:33 Being aware of market trends is crucial.

26:42 Be aware of IPOs like DoorDash's.

30:34 Knowledge leads to bigger investment opportunity.

33:00 Have a great week, talk to you!

Today's show is brought to you by:

Go to monarchmoney.com/BEGINNERS for an extended 30 day free trial!

For more insight like this into investing and stock selection for beginners, visit stockmarketpdf.com

Find great investments at Value Spotlight

Have questions? Send them to newsletter@einvestingforbeginners.com

DCF Demystified Link

SUBSCRIBE TO THE SHOW

Apple | Spotify | Google | Amazon | Tunein

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

500 episódios

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