“We're very bullish with the average investor being able to handle their own stock portfolio, ... You don't have to be a genius.”
Adriane Berg
“Deferring capital gains tax would enable investors to achieve higher returns and better portfolio diversification and also enable companies to raise capital more cost-effectively.”
Ian Russell
“Often, there are 30 or 40 stocks in the portfolio, and the (trading) turnover is fairly rapid.”
Bob Kamman
“The concentration of stocks is concerning. An active fund manager would not put a portfolio together simply based on how big a company is or how big a portion of the index it represents. I would prefer to invest with a manager with a high degree of conviction in what they think are the best opportunities for growth.”
Paul Ilott
“It's not the stocks you pick, it's the structure of your portfolio that counts,”
Hugh Johnson
“The more you can reduce volatility on the portfolio level ... and still maintain average returns, the better your compound returns are longer term.”
Tony Werley
“The Dow is still going to attract because investors still want to diversify away from a purely tech portfolio and find value.”
Ned Riley
