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Uncertainty Has a Grip on Markets

Real Vision: Finance & Investing

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Do You Have a Low Stock Turnover?

I'm planning to only hold somewhere between call seven, eight on the low end and maybe 15 positions on the high end. So it's highly concentrated. The ideas are mostly things that I've known about or fallen for five or 10 years or longer. And so in that case, no, I won't make a decision based on what's happened in the very short term, right? But what I am looking for is where can you buy really high quality companies at a reasonable price.

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