Best Way To Invest $100,000: Build An 8-Stock Portfolio For Growth And Value

Over-diversification can lead to "diworsification" when you buy too many stocks, over-concentrated in a single sector. Concentrating on the best names that you have the most conviction in is usually the best routeI'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. Long-term focused on low P/B, P/FCF, Owner Earnings discounting, PEG ratios, the Graham Number and an occasional net-net hunter. I also believe tracking earnings growth versus price appreciation ...