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Why Would I Invest in _________?

If we were to take a year-end snapshot of the performance of all types of investments (stocks, bonds, real estate, cash), there would always be an array of winners and losers. Sometimes stocks will outperform bonds by a wide margin, but the opposite has also been true. The dangerous part about looking at such a list, is that we might be tempted to wonder why we would own Read more

Focus, Not Concentration

To focus is to have clarity on what is and what isn’t. It is to know what is relevant and what can be ignored. To concentrate is to put all of one’s energy and resources into one place. Investors are rewarded for focusing on what is important, penalized for concentration. This year if you concentrated in the fastest moving stocks for the first nine months, you have born the pain in Read more