Insights

You’ve got to look at the portfolio as a whole, not just position by position. And if you’re trying to reduce the volatility or uncertainty of your portfolio as a whole, then you need more than one security obviously, but you also need securities which don’t go up and down together. — Harry Markowitz   Steve Nash played 18 seasons in the National Basketball Association (NBA), where he was an eight-time All-Star and a seven-time All-NBA selection. He was also
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Growth companies are usually newer, more technologically driven, up-and-coming businesses with sky-high investor expectations. They are usually considered the industry disruptors that may or may not continue to innovate and expand. This can make investing in these companies more speculative in nature, because a lot of today’s success is to be determined by tomorrow’s earnings. Value companies, on the other hand, tend to be more mature companies that may be undervalued based on their proven long-term profitability and strong foothold
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