This week we tackle the never ending debate about diversification and passive investing from the lens of what to do coming out of a large pullback in the market, like today. Some talking heads in the financial media have been arguing that “diversification is not your friend” and that now, more than ever, investors need to “get active” and really focus their security selection on identifying the “winners” and avoiding the “losers.” Is that really the case?
The posts we refer to can be found at:
https://www.kathmere.com/blog/time-to-get-active
https://www.kathmere.com/blog/concentrated
We would love your feedback and thoughts for future shows. Email us at: info@kathmere.com