To carry one’s eggs and a great number of…

Page 168. To carry one’s eggs and a great number of baskets without having time or opportunity to discover how many have holes in the bottom is the shortest way of increasing risk and lost. He’s argue that a focused portfolio should be less risky than a diversified portfolio as investors will restrict their analysis to those stocks within the circle of confidence and will also demand a wide range of comfort prior to allocating a substantial portion of total funds to a single stock.

— from The Flight Plan (Purpose/Wisdom/Risk) · Investing with Keynes by Justyn Walsh

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