Preview Mode Links will not work in preview mode

Broken Pie Chart


Aug 14, 2022

Derek Moore is back to talk about the difference between diversifiable risk and systematic market risk. Diversification might fail the very time you want it most. The argument for diversification + hedging. Why bonds didn’t act as a diversifier this year.

 

 

Diversifiable risk

Systematic market risk

2007-2009 Period where diversification failed

Why diversification is better than concentrated stock positions

Comparing some individual companies vs indexes in 2008

Why bonds failed to diversify during 2022’s bear market

How interest rates are the main driver of bond market value changes

Why new investors should diversify

Comparing single stock volatility to well diversified indices

 

 

 

 

Mentioned in this Episode:

 

Download full whitepaper on hedging single stock concentrated risk https://static.twentyoverten.com/5b313bf81c53ec3270915df3/27gJFrs2H/Concentrated-stock-positions-Full-White-Paper.pdf

 

Derek Moore’s book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr

 

Contact Derek derek.moore@zegafinancial.com