EPISODE · Apr 14, 2025 · 5 MIN
机构投资者的弱点之三：持仓过于分散
from 投资悟道 渡人渡己
本期节目聊聊机构投资者的弱点之一：持仓过于分散。基金通常持有上百家公司，导致基金经理无法深入研究每一个标的，能力圈被严重稀释，风险未必降低，收益却被摊薄。相比之下，个人投资者的优势在于专注。我们可以集中精力深挖一家公司，建立清晰的能力圈，在认知博弈中以小胜大。这就像一把锥子，虽小却能穿透坚硬的壁垒。专注，是个人投资者最强的武器。前往小宇宙评论区与主播互动
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机构投资者的弱点之三：持仓过于分散
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