Portfolio Performance

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Portfolio Performance, every show

Mauboussin: Position Sizing Drives Portfolio Performance More Than Stock Picking
“Like, you and I can have the exact same 25 stocks, but what we know is how we size our positions will have A huge impact on how our portfolio performs over time.”
Michael Mauboussin May 13, 2019 ▶ 22:48 Michael Mauboussin – Who's on the Other Side (Capital Allocators, EP.99)

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