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
First, I’m an equity guy and a fundamentalist. While I wouldn’t recommend starting as equity investor at the market’s current level, my tilt has been toward equities for more than 20 years. Bonds to me is like “kissing my sister”, but to invest mostly equities requires a certain resilience towa
