Preview Mode Links will not work in preview mode

Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

  1. All Episodes
  2. What about Diversification for your $39B fund Mr. Gates?

What about Diversification for your $39B fund Mr. Gates?

Jan 26, 2024

12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios.  Jeff Perry weighs in with comments regarding a recent news story (link provided below) which outlines how the Bill and Melinda Gates Foundation portfolio is invested primarily in just five individual stocks, including Microsoft, Berkshire Hathaway, Canadian National Railway Company, Waste Management, and Caterpillar.  Chris and Jeff discuss best practices and offer real life examples why some clients are resistant to diversify their investments. 

 

https://finance.yahoo.com/news/bill-melinda-gates-foundation-86-103000872.html

 

 

 

Bill and Melinda Gates Foundation portfolio

Investment strategy in major stocks

Concentrated investments analysis

Microsoft and Berkshire Hathaway holdings

Canadian National Railway investment

Waste Management and Caterpillar stocks

Financial planning and investor behavior

Understanding diversification in portfolios

Investment advice and best practices

Gates Foundation investment critique

#SMwCB #WEG #CapeCod