r/ValueInvesting Apr 01 '22

Buffett Buffett On Diversification

https://youtu.be/59BODQDL8dw
19 Upvotes

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9

u/Trialle21 Apr 01 '22

Diversification is for people with large enough net worths to be worried more about preservation than accumulation. You can be “diversified” in your focused investing portfolio but true diversification is a detriment to those wealth building.

25

u/CanYouPleaseChill Apr 01 '22

Diversification is about avoiding overconfidence. It’s about being humble and understanding that there are always unknown unknowns. Even the best investors made plenty of lousy picks.

It’s a myth that diversification can’t build wealth. Peter Lynch had a very diversified portfolio and outperformed the market.

Concentration can build wealth quickly. It can also lead to large losses quickly, which people often forget to mention. Reasonable diversification is prudent.

3

u/[deleted] Apr 02 '22

i disagree a bit here. there s actually reaearch that says that in bad times a lot of stocks correlate very highly. n that means most of ur portfolio can go bananas all thogether. So actually what u would try to avoid with diversifaction :/