TopicPortfolio Construction2 notes on portfolio construction.01September 26, 2026Individual Bonds vs. Bond FundsFixed IncomePortfolio ConstructionRetirement Planning↗A close look at why diversification might matter more than control when choosing between individual bonds and bond funds.02September 30, 2026Don't Hold Concentrated Stock PositionsEquity InvestingPortfolio ConstructionExpected Returns↗Most of the market's gains come from a small number of extreme winners, and many individual stocks suffer permanent losses, which makes concentrated positions riskier than they look. Plus, why concentration can be hard to avoid.
01September 26, 2026Individual Bonds vs. Bond FundsFixed IncomePortfolio ConstructionRetirement Planning↗A close look at why diversification might matter more than control when choosing between individual bonds and bond funds.
02September 30, 2026Don't Hold Concentrated Stock PositionsEquity InvestingPortfolio ConstructionExpected Returns↗Most of the market's gains come from a small number of extreme winners, and many individual stocks suffer permanent losses, which makes concentrated positions riskier than they look. Plus, why concentration can be hard to avoid.