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Value After Hours S05 E15: Buffet's Japan Carry Trade, Simple Rules allow for Emergent Behavior

The Acquirers Podcast

CHAPTER

How to Rebalance Your Portfolio

The way that I'm selecting these things, just say you're buying on the cheapest free cash flow multiple that you can. So over five years, a third of your portfolio comes back in cash. That's the average across the many, many portfolios that I sort of form on a rolling basis. And so that means- What about like some, is that account stuff that gets bought out? A lot of stuff gets bought out because you compare it as a picking off stuff that's too good. You want to throw in some stuff compound. Some names you buy once and they just don't, you just never hear from them again.

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