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February Mailbag: Back From the Future

Rule Breaker Investing

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The Six Principles of the Rule Breaker Portfolio

Last year i did six principles of the rule breaker portfolio. That is exactly what you're referencing in your note, because it's in that podcast when i gave the six principles that you and i can use to build and maintain our portfolios. And each time you should be aske yourself, which of these companies that i may already or something new that isn't in my portfolio, but which do i feel great about over the next three plus years? You don't need to invest in something just because it's down.

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