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  1. Sully

    domains If I had to cut my portfolio in half tomorrow, I would not start with spreadsheets, tools, or comps. I would start with honesty.

    Most portfolios are not collections of assets. They are collections of decisions made at different skill levels, in different market conditions, often by different versions of yourself. Some names were bought with clarity. Others were bought with hope. If I had to make a clean cut overnight, my...
  2. Sully

    domains If I had to cut my portfolio in half tomorrow, I would not start with spreadsheets, tools, or comps. I would start with honesty.

    Most portfolios are not collections of assets. They are collections of decisions made at different skill levels, in different market conditions, often by different versions of yourself. Some names were bought with clarity. Others were bought with hope. If I had to make a clean cut overnight, my...
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