Date your stocks, don't marry them - Jonah Lupton
Investing Experts
Investment Strategy and Portfolio Composition
The chapter delves into the speaker's investment approach, consisting of 20-25 core holdings with positions over 3%, swing trades with smaller allocations, and the use of hedges through shorting index ETFs. They emphasize the importance of hedging, adapting strategies based on market conditions, and focusing on fundamentals and valuations rather than short-term fluctuations.
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