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Oct 1, 2015
Sectors Or Geography How Should You Invest?
One of the enduring philosophical questions about portfolio design revolves around whether the underlying implementation of diversification should be based on sectors or geography. Both have merit. Both have adherents. How should one proceed?
Much of the decision revolves around one’s perspectives (let’s be clear here – we’re talking about go old-fashioned biases – and we all have them) and attitudes... Will the portfolio’s...