Below is a synopsis of this investment report:
- Diversification is the “Golden Rule” of investing, and proper implementation is absolutely mandatory in a well-constructed portfolio.
- Despite popular belief, diversification is not achieved by simply buying several high quality assets in a portfolio because many securities react similarly to economic and market factors.
- A well-diversified portfolio requires deep understanding of the drivers of the performance of securities to avoid gaining too much exposure to one factor.
- Portfolios should maintain a mix of geographic, asset class, sector, and style diversification.
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