Constructing the Value Investor’s Portfolio: Top-down vs. Bottom-up – This Week on the MG Show

This week on the ModernGraham show, we explore one of the first steps in constructing the value investor’s portfolio: whether the investor should utilize the top-down approach or the bottom-up approach in selecting individual companies for investment.  We also provide some insight into which method is preferred in the ModernGraham approach, so be sure to check out the video!  If you have a question you’d like answered on the ModernGraham show, please leave a comment below.  If you liked the video, please remember to give it a thumbs up, and subscribe to the channel.

 


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One response to “Constructing the Value Investor’s Portfolio: Top-down vs. Bottom-up – This Week on the MG Show”

  1. Robert Avatar
    Robert

    I initially utilize a Top-down approach and then look for value within that sector. The industry within that sector isn’t as important to me as being diversified across all sectors unless I want to invest in more than one company in that specific sector. If I can’t find value in a sector, I usually wait until an opportunity surfaces.

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