“We'll own 30 to 40 stocks in both portfolios today because we think being concentrated is important.”
WR
Warren Robertson
Equity Mates Investing Podcast ·
“We like that trade… good portfolio hygiene to think about the concentration risk… rotating, taking some chips off the table… buying into some of the names…”
Closing Bell · Closing Bell 10/12/26
Play from 40:32
40:32
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What was described
rotate portfolio out of the top 10 large-cap names and add equal-weight and value stocks to reduce concentration risk
Said nearby on the same subject
“If I was looking at a fund at a top level, I'd go, well, what are my top 10 names? How hard are they run? Do I own those names across multiple funds I might own?”
MJ
Matt Jones
Equity Mates Investing Podcast ·
“If you had an equal-weighted strategy, well, if things started to get out of whack, you want to get them back to equal-weighted.”
OA
Omar Aguilar
Masters in Business ·
“The traditional analyst role of just, you know, spreadsheet jockeying, I think just goes away because what's the value add on top.”
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