Extreme diversification is good but only provides ordinary results results. Concentrated portfolios proved better in some cases as they allow investors to select the best companies. Introduction A few days ago we discussed passive and active strategies given that there is a looming risk of a recession and that the markets are unable to break… Read More »How Diversified Should You Be?
The risks of a slowdown are higher than the upside. Fundamental trends are negative in advanced economies while emerging markets show higher growth rates and are cheaper. It is important to create a diversified portfolio with uncorrelated assets. Introduction In an environment where it seems maximum potential for the U.S. economy has been reached, the… Read More »How to Prepare Your Portfolio For The Next Recession or Stock Market Crash