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CSCO - The (Non)Sense Of Diversification In A Buy And Hold Portfolio
Cisco Systems Inc.
Introduction
In my previous article about my favorite investment strategies, I gave you some collar on my screening process and why I focus like a laser on a few stocks which I believe are poised for market-crushing returns. Over the past several months and years, I've had the very good fortune of analyzing dozens of companies, but because of following too many stocks, I acquired undervalued stocks that didn't necessarily meet my high-quality requirements. That's why I decided to turn around my portfolio and to prefer quality over undervaluation. Today, I believe my fine-tuned