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12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios. Jeff Perry weighs in with comments regarding a recent news...
12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios. Jeff Perry weighs in with comments regarding a recent news story (link provided below) which outlines how the Bill and Melinda Gates Foundation portfolio is invested primarily in just five individual stocks, including Microsoft, Berkshire Hathaway, Canadian National Railway Company, Waste Management, and Caterpillar. Chris and Jeff discuss best practices and offer real life examples why some clients are resistant to diversify their investments.
https://finance.yahoo.com/news/bill-melinda-gates-foundation-86-103000872.html
Bill and Melinda Gates Foundation portfolio
Investment strategy in major stocks
Concentrated investments analysis
Microsoft and Berkshire Hathaway holdings
Canadian National Railway investment
Waste Management and Caterpillar stocks
Financial planning and investor behavior
Understanding diversification in portfolios
Investment advice and best practices
Gates Foundation investment critique
#SMwCB #WEG #CapeCod
