Navigated to 161. Concentration vs. Diversification

161. Concentration vs. Diversification

July 9
45 mins

Episode Description

Jason and Jeff discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation includes their own investment journeys and how portfolios can become more concentrated over time. 


01:36 Main Topic: Concentration vs Diversification

01:43 Warren Buffett vs Peter Lynch

03:38 Berkshire Hathaway's Portfolio

04:48 Personal Investment Strategies

07:23 Temperament and Risk Tolerance

10:42 Portfolio Management Examples

19:52 Learning Through Experience

24:18 Learning from Mistakes

24:40 Starting with ETFs

25:47 Mindset and Risk

27:32 Diversification Strategies

33:47 Portfolio Management

42:56 Listener Engagement and Resources

Companies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF

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