[noahc]

> I still say for the poor level of diversification within & around asset classes that I don’t see a lot of shining examples of how to achieve success.

Wouldn't you expect a poor level of diversification in a stock portfolio based on corruption? They aren't dollar cost averaging and diversifying. They're doing the exact opposite to maximize the trade.

[awinder]

Kinda, I guess for a sophisticated “corruption portfolio” I would expect to see suspiciously timed trading but maybe more coherent core holdings. Just because you have inside info doesn’t mean you have a time machine, you still have to protect against unknowns.