• Are we going to have a recession or not?

  • Inverted yield curves?

  • Valuation matters!

  • There are different ways to find value in businesses

  • Be careful with how you understand diversity

  • Diversification; knowing what you own and why you own it

  • No one position should make or break a portfolio

  • Mark Breaks down an Investopedia article

  • DO NOT invest money on an investment because it has a nice yield

  • Maintaining a well diversified portfolio of 25-30 stocks yields the most cost effective level of risk reduction

  • This allows further asset allocation benefits!

  • Volatility will always create the opportunity to buy businesses on sale!

September 24, 2019