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Positioning for 2023: Part 2 - Goal, principles and methods

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HowTos

Positioning for 2023: Part 2 - Goal, principles and methods

HowTos: Tweaking my portfolio to perform better in 2023

IWannaBeOnTheBeach
Dec 14, 2022
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Positioning for 2023: Part 2 - Goal, principles and methods

beachman.substack.com

In Part 1 of this series, we kicked off things by discussing the rationale behind this exercise and why it makes sense now. Today, we define the guard rails that we will apply to our work.

I am sure s…

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