75 – Managing multiple investment strategies in a single portfolio

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Show Outline

How coronavirus has modified the distribution of investment returns

• Reference:
  • Episode 63 – Your Portfolio should reflect your investing strategy
• Net Nets can be incorporated into a high-quality portfolio by portioning out a subset of the portfolio for that new strategy. 

Summary: 

In this episode, I describe how to incorporate multiple investing strategies into a single stock portfolio. Your portfolio can successfully leverage dividend growth investing, momentum, high-quality stocks, and deep value stocks like net-nets.

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