Hi Beachman, I too am interested in a bit more about your statement, “About 85-95% of our investments are in long term, high conviction holdings.” Are these separate investments from what’s tracked in this newsletter? The reason I’m interested is that I am realizing I weighted far too heavily on riskier investments. I took a huge loss, but still hold many. I am looking for some help on transitioning to high conviction foundational stocks for the long term. I’m caught between missing out on rebounds, and being too inexperienced to determine what investments will lay a solid, high conviction foundation that I won’t stress over. Any further suggestions?
Hi Beachman, I too am interested in a bit more about your statement, “About 85-95% of our investments are in long term, high conviction holdings.” Are these separate investments from what’s tracked in this newsletter? The reason I’m interested is that I am realizing I weighted far too heavily on riskier investments. I took a huge loss, but still hold many. I am looking for some help on transitioning to high conviction foundational stocks for the long term. I’m caught between missing out on rebounds, and being too inexperienced to determine what investments will lay a solid, high conviction foundation that I won’t stress over. Any further suggestions?
Hi, thanks. Is there already a post where you elaborate on the "Retirement Investing" layer?
Thanks!