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Strategies & Market Trends : Value Investing

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To: Marc Fortier who wrote (16000)12/30/2002 10:33:55 AM
From: Scott Mc  Read Replies (2) of 78648
 
Value Investing - Concentration
I've tended to hold a large number of companies 70-80, I have decided to move towards a more concentrated holding (approx 15). I am finding this extremely difficult, however I expect it will focus my thinking. Does anyone have any experiences or care to discuss the pros and cons of diversification versus concentration?
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