Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Investor2 who wrote (1522)	9/12/1997 5:57:00 PM
From: sea_biscuit	of 42834

RE: That very well may be correct. I submit that the best chance at underperforming the market is also to have a concentrated portfolio. That would depend on what you mean by "concentrated". If it means a small portfolio composed largely of say, networking stocks (because they happen to be the "in-thing") or only semiconductor stocks or only software stocks, then yes, you have a good chance of underperforming the market (and severely at that!). My definition of "concentrated" in this context would be "compact and diversified". The diversified nature of the portfolio would tend to keep the volatility down while the compact nature of the portfolio composed of quality stocks (with each stock having to "earn" its place in the portfolio every year) would tend to keep the returns high. Dipy.

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