portfolio performance

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 13, 2019 by Michael Mauboussin · across every show →

Everything said about portfolio performance, oldest first

May 13, 2019
Insight
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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