Remember we are not a fund. They have to show the best results to their clients on a quarterly basis, usually compared with the indexes. So they had to sell Tech and Semis and Discretionary to avoid their ratings to drop massively.

I am a firm believer this is a once in a decade opportunity to buy good quality businesses. So am I adding every 3 weeks to them.

If you don’t feel confident, probably you need a good emergency fund to sustain 1y of your expenses. That’s what I do.
Eric Messenger's avatar
Yup. Love the advantages Lynch teaches.
Rihard Jarc's avatar
Very sound thinking.
Carlos's avatar
Is there a reason for not sharing the portfolio on page? Just wondering. Thanks! Great page :)