I love your portfolio. Highly concentrated conviction bets. I agree with you 100%. More stocks doesn't really mean more diversification either. The big investment fund managers don't do it like most here with 50+ stocks either. As far as I know, it comes from Efficient Market Theory in the 80's, especially books like "A Random Walk Down Wall Street". But yeah, kudos to you for doing something different.
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@TheWorst Thank you! I see that you are pursuing a similar or even more aggressive strategy!
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