我能理解大道所说的"put all money on the RIGHT place", 这也是我坚持不懈只投资一家"and watch it very very carefully"当资金小时. 但是当资金大了, 这样就压力太大不太明智了. 一个错误的话我们就的"be rich twice if we are still young enough"了. 所以我现在把资金分几块, 主力军还在股票imeigu, 小部分买几个房子to get some fix income, 再小部分买一些中国银行股. 但最重要一点是: 这些投资要保证彻底分开, 不要搅和在一起. 否着坏投资可能把好投资给毁了. 这位爱尔兰首富老兄很可能就是把投资搅和在一起, 最后大雪崩收场. 当然,这些只对我们这些有几个小钱的投资者有用. Buffett 和大道 are totally different level story.
If you use leverage, then, when you get margin call in one bad 篮子, it may force you to sell those eggs from good 篮子. One thing leads to anther, that is how thing usually happened until 大雪崩. So it is not "篮子没有相关或者较弱相关性" problem.