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18:57
Jan 28
Ben Carlson Director of Institutional Asset Management, Ritholtz Wealth… The Compound News
Diversification avoids having to predict winners.
After a decade in which US large caps dominated, other asset classes such as international stocks, emerging markets, small caps, midcaps, bonds, and hard assets are working again. Because no one can know in advance which asset class will lead, a diversified portfolio that includes the S&P 500 and these other exposures lets investors stay covered, rebalance, and avoid having to predict winners; it sacrifices home runs but avoids strikeouts.
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About Diversified portfolio Investor Commentary

Across the available history and selected sources, Buzzberg tracks Diversified portfolio across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Ben Carlson.