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161. Concentration vs. Diversification

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Manage episode 493501424 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

******************************************

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

205 episodes

Artwork
iconShare
 
Manage episode 493501424 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader

*****************************************

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

******************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

******************************************

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

******************************************

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

205 episodes

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