Nuggets of Investing Wisdom

Nuggets of Investing Wisdom

A website for serious investors in common stocks

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diversification

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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Most investors suffer from home bias

  • by Rodney Smith
  • Posted on November 14, 2021November 14, 2021
  • Part 2: Human Foibles and Investment Decision Making

If you search worldwide, you will find more bargains and better bargains than by studying only one nation. Also, you gain the safety of diversification

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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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Let’s cut to the heart of how risk and uncertainty impact diversification

  • by Rodney Smith
  • Posted on November 9, 2020November 10, 2020
  • Part 1: The Field of Play

Diversification is inadequate as a risk management technique and too primitive for the new environment of volatility and uncertainty.

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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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