2004, Math and Portfolio Management - Financial Advisor Source

Trying To Find The Optimal Number Of Stocks To Own

Random Roger's Retirement Planning

AUGUST 17, 2023

In my opinion the diversification benefit hits diminishing returns pretty close to 40 individual holdings based on math if nothing else. If a portfolio starts with 40 holdings each with an equal 2.5% I've got quite a few names that have been in the portfolio since 2004-2006 when I first started this phase of my career.

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Transcript: Graeme Forster, Orbis Investments

The Big Picture

OCTOBER 17, 2023

So I, I did a math degree at Oxford, which is more pure math. You know, pure math can be very theoretical and detached from the real world, and it’s getting worse. Those have compounded over the centuries and have managed to amass a huge amount of, of capital. He is portfolio manager at Orbis Holdings.

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Financial Advisor Source

Trying To Find The Optimal Number Of Stocks To Own

Transcript: Graeme Forster, Orbis Investments

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