How to Determine Which Investment to Liquidate for the First Time

Brendan: I want to build a portfolio and structure that is anti-fragile. One that will hopefully deliver good appreciation over time, but one that will be able to wear and weather through a few knocks. The final question was how would you go about determining which investment you would liquidate for the first? Brendan: It's at least lowest conviction, lowest return kind of thing,. That's an easy kind of decision.