December 2024 Mailbag: Portfolio-Level Thinking
Rule Breaker Investing
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Strategic Rebalancing and Personal Growth in Investment
This chapter delves into the complexities of stock portfolio rebalancing, comparing high-performing stocks to underperformers while addressing individual risk management strategies. It highlights personal investment journeys, including a listener's transformation from a large to a focused portfolio, and the emotional aspects tied to these decisions. The discussion reinforces the importance of balancing optimism with realism and reflects on significant life lessons garnered through the investment process.
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