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diversified portfolio

also referred to as: diversified portfolios

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Feb 3, 2020 by Peter Kraus · across every show →

Everything said about diversified portfolio, oldest first

Feb 3, 2020 positive
Insight
Kraus: Concentrated portfolios produce better returns than diversified ones on average
“Are concentrated portfolios better than diversified portfolios? Yes. Is it a panacea? No. But on the whole, concentrated portfolios produce better returns, much more volatile.”
Peter Kraus Feb 3, 2020 ▶ 29:31 Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
Sep 13, 2021
Insight
Katie Hall: Wealth Advisory Services Are Bought, Not Sold Through Persuasion
“I mean, I always said that we were essentially a business that was absolutely bought, not sold, because I don't believe you can convince somebody about the merits of a diversified portfolio if they don't want a diversified portfolio.”
Katie Hall Sep 13, 2021 ▶ 11:29 Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
Oct 10, 2022 bearish
Assertion Supported
Gave: 2022 diversified portfolio losses are larger than in 2008
“So actually the total capital losses this time around are bigger than they were in 2008. Cause in 2008, if you had a diversified portfolio, you took your licks on your equities, but your bonds came through.”
Louis-Vincent Gave Oct 10, 2022 ▶ 8:21 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
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