“We'll own 30 to 40 stocks in both portfolios today because we think being concentrated is important.”

Warren Robertson · Equity Mates Investing Podcast · Searching for predictability in an unpredictable market with Warryn Robertson

Play from 12:37
12:37

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

hold only 30 to 40 stocks in each of the global listed infrastructure and global equity franchise portfolios to stay selective

30-40

Said nearby on the same subject

“I use an ETF that does have a balance of currency hedging… GHHF… has a balance of 30% of the global equities being currency hedged”
♫
Said on Equity Mates Investing Podcast
Tool 30 % hedged Share this moment
“They joined global entry, uh, in the U S that only 21 countries have. It was the 21st country to join the global entry program”
♫
Said on True Wealth: money & business podcast
Hard number 21st country Share this moment
“I took 10 chapters, I took 10 movies… holding 30, 40 pages on each of them talking about how it was created”
♫
Said on SmartLess
How they work 10 chapters, 30-40 pages each Share this moment
“GrowCFO is the sort of business, we are an entirely remote organization. So the members, the customers are global. Our team now is pretty much global in terms of where they're located.”
♫
Said on Hitchhiker's Guide to AI Governance
Growth tactic Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.