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> I still say for the poor level of diversification within & around asset classes that I don’t see a lot of shining examples of how to achieve success. Wouldn
by noahc 6y ago
> I still say for the poor level of diversification within & around asset classes that I don’t see a lot of shining examples of how to achieve success.
Wouldn't you expect a poor level of diversification in a stock portfolio based on corruption? They aren't dollar cost averaging and diversifying. They're doing the exact opposite to maximize the trade.
- awinder 6y agoKinda, I guess for a sophisticated “corruption portfolio” I would expect to see suspiciously timed trading but maybe more coherent core holdings. Just because you have inside info doesn’t mean you have a time machine, you still have to protect against unknowns.