Walk into an Atwoods and the layout makes no sense.

Cattle feed. Then work boots. Then a wall of paint. Then candles. Then a gun safe. Then dog food. Then a smoker grill the size of a compact car.

It looks like four different stores had a collision.

A retail consultant would call it unfocused. A category manager would want to cut half of it.

Both would be wrong.

That messy floor plan is doing something very deliberate, and it is the exact same thing a good portfolio does.

It is spreading risk.

Once you see it, you cannot unsee it. And it changes how you think about your own money.

Let me explain.

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