The Importance of Having a Reserve in Your Portfolio

Justin Navarrette: It only takes a few of those that you're right on and that kind of handle well to have kind of that big change in your portfolio. So let's get back to it. What is it that you came up with? What were the epiphanies? Do we all have to get two bedroom suites on the beach in order to become better investors because if that's what you're saying I think I'm okay with this. Right. Well it can be you know you definitely need some type of bottom in place right and we can look let's look at one that makes it easier so like Twilio. But it seems like I don't want to