Interesting take of having only one per industry my only problem is you're putting all your eggs into that one company of that industry which is a huge risk my preference for safety is to have 2 in an industry. The difference between you and me might be you actually do more deep dives into the companies where admittedly I don't always do as deep of a dive so that is probably why I feel more comfortable with two per industry.
Interesting take of having only one per industry my only problem is you're putting all your eggs into that one company of that industry which is a huge risk my preference for safety is to have 2 in an industry. The difference between you and me might be you actually do more deep dives into the companies where admittedly I don't always do as deep of a dive so that is probably why I feel more comfortable with two per industry.
I think the difference between one or two is very small. But some have 4 ot 5 and that's when dilution really hits.