Yesterday, I sold two of my positions completely – BABA and AAP. I had been thinking about liquidating BABA for a long time, but AAP had just come up on my radar. It is important to make these decisions with the least emotion possible. Optimally, making the decision with no emotion is best, bu
Portfolio managers are employed full-time at managing money and they can’t beat the market BEFORE FEES. Very few portfolio managers beat the market each year. The number grows smaller when you evaluate portfolio managers over two years. With each additional year, the number beating the market
