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Ep. 217 David Lundgren: Why Trend Following Works
Investing With IBD
How to Adjust Your Portfolio for Success
The idea is that when things inflect, I just need to gross up what I own. If you have like 40 stocks, how often will you adjust those 40 stocks? So in an environment like this, my turnover actually is quite a bit higher. But when things start going, you know, you can own stocks for two or three years. And especially again, when you know that the odds are not in your favor, you're just okay.
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