Topics covered: Traditional portfolios, The current market volatility, Systematic risk, Strong balance sheets, Stocks with a low beta, Stocks on an earlier growth curve, Risk-averse portfolios, REITs, Providers of decent dividends, Portfolio beta, Market exposure, Long/short ratios, Higher-risk hedge funds, High quality stocks, Global newspaper publishers, Excellent management, Equity Exposure, Defensively optimistic investing, Core holdings
