The article explores the question many DIY investors have about how many stocks to hold in their portfolio, highlighting contrasting strategies from prominent hedge fund investors. Billionaires like Chris Hohn and Dan Loeb manage portfolios with different levels of diversification, leading to significant returns. An example is Jamie Sterne of Skye Global Management, who has invested heavily in just a few stocks, with Amazon representing over half of his portfolio. It suggests that both concentrated and diversified portfolios can succeed, prompting investors to consider their own strategies.
The average investment per stock for Skye Global Management is $102 million, but its top three holdings constitute nearly 63% of its total assets.
Billionaire hedge fund managers like Chris Hohn and Dan Loeb demonstrate contrasting strategies: concentrated versus diversified holdings, yet both have delivered strong returns.
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