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Tag: Focused Portfolios

7 years ago
Active Investors Trying to Compete by Getting Small

As passive investing continues to gain momentum in the marketplace, a recent Bloomberg article suggests that active investors might find a “lifeline” in smaller, more focused portfolios. “Institutional investors are raising…

10 years ago
Long Term Champ Sequoia Fund Shows the Risk of Ultra High Portfolio Concentration

The Sequoia Fund, managed by proteges of Warren Buffett, highlights the risks of focusing on just a few stocks.  Although it has one of the best long-term records of any…

Recent Original Research
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
June 27, 2025
Ten Top Benjamin Graham Deep Value Stocks –...
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham's teachings. Graham's strategy revolves around locating solid,...
June 26, 2025
Ten Top Technology Dividend Aristocrats
Technology dividend aristocrats represent mature tech companies that have maintained a consistent track record of increasing dividend payments for at least seven consecutive years. This shortened timeframe, compared to the standard 25-year requirement for S&P 500 dividend...
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