Hunter Frey, Analyst
Hunter Frey, Analyst

Chart of the Week: The Number of Stocks That Make a Portfolio Diversified

Chart of the Week

Chart of the Week | July 26, 2021
Macro Insights

The Number of Stocks That Make a Portfolio Diversified

  • Academic studies show that the diminishing benefits of diversification start after 30 securities.
  • Relatively concentrated portfolios of 30 to 50 securities optimize diversification’s idiosyncratic risk reduction and minimize a dilutive benefit of too much diversification.
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Hunter Frey, Analyst
Hunter Frey, Analyst
Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

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