Want to outperform the markets?
Then learn to focus.
Outstanding returns are the domain of focus investors.
If one is not a focus investor, then one is a diversified investor.
Diversification is not a negative trait.
It gives an average result. Over time, one’s performance matches the market average.
There’s nothing wrong in getting an average result.
It’s just that if you want something extra, here’s what you need to do.
You need to identify one or max two baskets.
And then you need to watch these baskets.