I think this article is worthy of a quick read.... and it's not for his personal portfolio --- but rather --- I think his way of THINKING is great! This is a kid that actually uses his brain to get a large picture about "sectors" and their possible issues.... I like that! He has a very good way to think about diversification --- that you don't need to be in EVERY sector - and in fact, there are sectors to avoid.
Remember that OTHER PEOPLES way of doing things may not have 100% merit... but there's usually a nugget here and there that should be considered and I think this writer has a couple of them. It's not so much the details -- but the "thought process".
http://seekingalpha.com/article/1280...g_income&ifp=0
Brian Hobaugh SCCA National Tour June 2014
First Hemi 'Cuda Convertible Ever Built
Short clips: Goodguys Pleasanton autocross and pit videos
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