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...
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...