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Things I’ve learned (so far) in this bear market:
  1. Tune out the day-to-day noise.
  2. Don’t deploy too much capital too quickly in a “dip.”
  3. Evaluate your holdings every so often and decide if their bull thesis remains intact.
3b. Could that capital be better spent elsewhere? If so…
  1. Consolidate into winners.

Daniel Budd's avatar
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