Do you want to outperform the averages? Do not diversify. Invest in a few investment themes. These strategies should be consistent with the type of business cycle we are experiencing. Commodity driven investments, for instance, are attractive only when the economy is strong. Then select the best stocks within these sectors.
If you diversify across many stock sectors, you are bound to perform like the averages, or worse.
More, much more when you subscribe to The Peter Dag Portfolio by going to https://www.peterdag.com/.
George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977
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