161. Concentration vs. Diversification

from Investing Unscripted · host Jason Hall and Jeff Santoro

Jason and Jeff discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation includes their own investment journeys and how portfolios can become more concentrated over time. 01:36 Main Topic: Concentration vs Diversification 01:43 Warren Buffett vs Peter Lynch 03:38 Berkshire Hathaway's Portfolio 04:48 Personal Investment Strategies 07:23 Temperament and Risk Tolerance 10:42 Portfolio Management Examples 19:52 Learning Through Experience 24:18 Learning from Mistakes 24:40 Starting with ETFs 25:47 Mindset and Risk 27:32 Diversification Strategies 33:47 Portfolio Management 42:56 Listener Engagement and Resources Companies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader ***************************************** Email: [email protected] Twitter: @InvestingPod Check out our YouTube channel for more content: ****************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ****************************************** Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ****************************************** 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Jul 9, 2025

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161. Concentration vs. Diversification

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This episode was published on July 9, 2025.

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