Software architecture
Love the Lego brick framing. In investing, portfolios work the same way — cohesive building blocks that stand alone, but snap together into something scalable. The danger comes when your ‘quanta’ are too tangled to evolve.
Love the Lego brick framing. In investing, portfolios work the same way — cohesive building blocks that stand alone, but snap together into something scalable. The danger comes when your ‘quanta’ are too tangled to evolve.