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Diversify or Diworsify?

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Manage episode 420039571 series 2524881
内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Today's Post - https://bahnsen.co/3UYlHC2

David discusses recent market volatility, highlighting large fluctuations in the Dow over the past few months. He emphasizes the importance of avoiding high-risk trades and the hazards of following market trends blindly. The speaker delves into various investor sentiment indicators, such as credit spreads and the VIX index, suggesting a current market frothiness. The main focus is on the value of diversification, both across asset classes and within them, to mitigate risk. He contrasts widespread index investing with a more concentrated approach that prioritizes dividend growth stocks. The host underscores the importance of conviction over quantity in constructing a portfolio, advocating for a strategy rooted in fundamental investment logic rather than crowd-following.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

  continue reading

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Diversify or Diworsify?

The Dividend Cafe

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Manage episode 420039571 series 2524881
内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Today's Post - https://bahnsen.co/3UYlHC2

David discusses recent market volatility, highlighting large fluctuations in the Dow over the past few months. He emphasizes the importance of avoiding high-risk trades and the hazards of following market trends blindly. The speaker delves into various investor sentiment indicators, such as credit spreads and the VIX index, suggesting a current market frothiness. The main focus is on the value of diversification, both across asset classes and within them, to mitigate risk. He contrasts widespread index investing with a more concentrated approach that prioritizes dividend growth stocks. The host underscores the importance of conviction over quantity in constructing a portfolio, advocating for a strategy rooted in fundamental investment logic rather than crowd-following.

Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

  continue reading

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