Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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balance

KISS, diversification and balance

  • by Rodney Smith
  • Posted on January 29, 2023January 29, 2023
  • Part 7: Building and Managing a Portfolio

Mathematical models that show price correlation will give precise answers but aren’t useful

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Conventional diversification makes no sense

  • by Rodney Smith
  • Posted on October 10, 2022October 10, 2022
  • Part 7: Building and Managing a Portfolio

The concerns which fail are those which have scattered their capital, which means that they have scattered their brains also. They have investments in this, or that, or the other, here, there and everywhere

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The best number of stocks to own

  • by Rodney Smith
  • Posted on July 19, 2022July 19, 2022
  • Part 7: Building and Managing a Portfolio

Too much of a good thing can be wonderful

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Buying a stock – dating, not fully wedded

  • by Rodney Smith
  • Posted on April 3, 2022April 3, 2022
  • Part 7: Building and Managing a Portfolio

Clearly it is not a moaty Warren Buffett enterprise. But, over the next five years or so it has the potential to become one.

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Fallacies around the truth of what drives the market

  • by Rodney Smith
  • Posted on December 19, 2021December 20, 2021
  • Part 7: Building and Managing a Portfolio

The top-performing 2.4% of firms account for all of the $US 75.7 trillion in net global stock market wealth creation from 1990 to December 2020

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An overarching portfolio strategy

  • by Rodney Smith
  • Posted on March 28, 2021March 29, 2021
  • Part 7: Building and Managing a Portfolio

In sports, in war and in the battle for investment survival it is helpful to distinguish between strategy and tactics.

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Conventional diversification makes no sense for you

  • by Rodney Smith
  • Posted on March 21, 2021March 21, 2021
  • Part 7: Building and Managing a Portfolio

I cannot understand why an investor of that sort elects to put money into a business that is his 20th favorite

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An all bank portfolio, ETFs and mistaken notions of diversification and balance

  • by Rodney Smith
  • Posted on November 1, 2020January 12, 2021
  • Part 7: Building and Managing a Portfolio

As the play, The Merchant of Venice, unfolds, all of Antonio’s ships sink, his business collapses and Shylock demands his pound of flesh.

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