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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