19 Jul 2021

How Many Stocks is Too Many?

Warren Buffett once said that ‘diversification is protection against ignorance. It makes little sense if you know what you’re doing.’ I’m a Buffett fan, but this quote always bothered me because we know what we’re doing and we’re highly diversified. The question of how many stocks you need to have a diversified portfolio seems less asked today than it was when we got started 20 years ago, perhaps because you… Read More

13 Jul 2021

Portfolio Insights

We are pleased to provide a digital copy of Portfolio Insights, our quarterly newsletter. Table of Contents: Stock Market Summary Bond Market Review Looking for Yield The Big Picture Click here to read the issue: Q2 2021 Portfolio Insights