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Archive of entries posted on 14th January 2020

How should I allocate? How many stocks should I own? How much of one hot stock should I own?

Skip bonds. Equities do better, long term. That’s Rule #1. Concentration works — if you know the company and, preferably, run it. Good entrepreneurs always do better than good stock pickers. That’s Rule #2. Diversification works — if you’re not in control and are forced to read the company’s docs and listen to the hype […]