33 Tips about Focus

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Our ideal is 25 roughly 4% positions, though the reality varies around that. We believe concentration is tied to outperformance, but many...
One lesson learned after enduring a few too many round trips is to take more of an IRR [internal rate of return] focus on when to sell – what is the...
You can understand why many succumb to the pressure to “hug” the index, so to speak. But we believe if you go down the road of trying to make sure...
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