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portfolio construction

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Mar 8, 2024 by David Weisburd · across every show →

Everything said about portfolio construction, oldest first

Mar 8, 2024 neutral
Insight
Weisburd: A 25-company $10M fund yields 3x easily, but 20x rarely
“If you have a portfolio of 25 in your, let's say, ten million dollar solo GP, the odds of you being a three X fund are high, if you're competent. The odds of you being a 20 X fund are low.”
David Weisburd Mar 8, 2024 ▶ 34:45 David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
May 22, 2026 bullish
Insight
Del Buono: Young investors can hold up to 100% alternative assets
“If it's for a very young person, it's okay to have 80, 9000% alternatives, because they don't need the cash immediately. So let the stuff grow, you know, at the highest risk possible.”
Michel Del Buono May 22, 2026 ▶ 30:13 CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI · Sourcery with Molly O'Shea
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