Founder of TCI and CEO of EQT | Norges Bank Investor Conference - What Makes a Great Company?
I follow the belief of concentration of portfolio in a few assets BUT Watch them closely. Gold & Monetary metal stocks are still assymetric holdings until stock valuations in the USA revert to mean. Just my perspective.
I follow the belief of concentration of portfolio in a few assets BUT Watch them closely. Gold & Monetary metal stocks are still assymetric holdings until stock valuations in the USA revert to mean. Just my perspective.