A data-driven approach to picking growth stocks and thematic baskets
Flirting with Models
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Building a Portfolio Is Not Going to Be Perfect
Building a portfolio might be, maybe to use an easier example. It's like playing golf. You can't have a perfect round of golf, but you could try really hard to. If one of those stocks fits into the portfolio in terms of a context, that where you could look at the portfolio holistically and say it still matches the growth portfolio then I think you're still being true to your mandate.
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