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Diversification

Spreading capital across uncorrelated assets to reduce risk. When one position falls, others cushion the blow.

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Diversification is the practice of spreading investments across different assets, sectors, geographies, or asset classes to reduce exposure to any single risk factor.

The core insight is correlation: if two assets always move together, holding both provides no risk reduction — you just own the same risk twice. True diversification requires assets whose returns are uncorrelated or negatively correlated.

There are limits. Diversification eliminates unsystematic risk (company-specific or sector-specific risk) but cannot eliminate systematic risk (market-wide risk). In a broad crash, correlations spike and diversified portfolios still fall — just less than concentrated ones.

#risk-management#portfolio#investing

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