Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Ep. 2017: The Eggs-in-One-Basket Conundrum
30 minutes Posted Nov 9, 2026 at 5:00 pm.
Rule 17: Diversify Your Investments
When Individual Stocks Go to Zero
Diversifying Across Asset Classes
Why Invest Beyond the U.S.?
Are Your Funds and Custodian Safe?
The Cost of Concentrated Investing
Should You Add Micro-Cap Funds?
Building an Emergency Fund Before Retirement
Converting Mutual Funds to ETFs
Retirement, Work, and What Comes Next
Listener Thanks and the Show Wrap-Up
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Show notes
Three famous companies in three different industries can still add up to a total loss. Don and Tom revisit Rule 17 from Financial Physics: diversification means much more than owning a handful of familiar stocks. From Enron and WorldCom to hometown favorites, they explain why confidence in a company is no substitute for spreading your investment risk. They also distinguish investments from the firms that hold them, then tackle listener questions about micro-cap funds, building an emergency r...