Quote:
Originally Posted by BYU71
I suspect you are saying don't put all your eggs in one basket. I would agree with you there.
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Since this is the major implication of portfolio theory doesn't it suggest you are engaging in or buying into the importance of mental oil changes ...
P.S.
I would not got around condemming portfolio theory ... address a specific weakness but don't engage in some silly characterization based on meeting a smart guy who didn't like it.