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Investing - Theory, News & General • Numbers of positions vs risks

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My two biggest funds (one US and one Canadian large Cap) have 30-35 positions, one of them via my employer & Manulife (with 50% of the MER). I am an happy camper regarding their returns. What I like in them is that they perform consistently well with no Big Tech stocks; >10% 1/3/5/10 (with no "good' 3/5 returns that wouldn't exist if 1 was so massive) and their P/E are not out of whack like S&P500 and similar.

Their BETA 3/5/10 are lower (by about 20% for the US one/40% for the Canadian one) than S&P500

I am well aware that having index or larger funds with 500+ positions dilutes the risk. But the Canadian index TSX one has only 60. I wonder if there is a research that specifically studied this approach, numbers of position vs risks.

Statistics: Posted by Saintor — Sun Dec 08, 2024 8:41 am — Replies 2 — Views 147



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