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2021 Week 17

www.weightedresearch.com

2021 Week 17

Concentrated diversification, company news and commodities portfolio

Ong Wee Hiang
May 3, 2021
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2021 Week 17

www.weightedresearch.com

Sometimes, the work of a portfolio manager seems like doing nothing much. They often muse over the various part of the portfolio. Thinking through stuffs do not sound like much work, until you really get down to make it work in practice.

We had covered our thoughts on how we construct the portfolio, the type of situation investing we like to be in, how …

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