50% GDP Growth, Portfolio Concentration, and what stocks work during inflation
- Ark's 50% GDP growth claim and how ridiculous (or awesome) it looks when you run the numbers
- Proper concentration for your investing goals
- What stocks are good in an inflationary period including the merits of avoiding companies that operate in the physical world
- Proper concentration for your investing goals
- What stocks are good in an inflationary period including the merits of avoiding companies that operate in the physical world
Regarding portfolio concentration, I've come to the belief that a lot of investors do more harm than good by owning more than 20 stocks. What are the benefits to so much diversification if you're not going to index? Feels like a lot of wasted energy $Invesco QQQ Trust(QQQ.US$ $SPDR S&P 500 ETF(SPY.US$ $Tesla(TSLA.US$ $Apple(AAPL.US$
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