05-26-2020, 10:19 AM
(05-26-2020, 09:34 AM)EricL Wrote:Good to hear that. There is very little we can do on the long side right now that isn't riskier than normal, if there even is a normal. Fundamentals are completely out the window. We can't know if it that lasts for weeks or years, but I'm confident it has an end date. There was only one more time in my long investing career that was more out of touch with the true company financials.(05-26-2020, 09:31 AM)fenders53 Wrote: Your thinking is sound Eric. You must get weary of our short-term comments at times. No offense intended kblake. I do it as well sometimes. The holding time matters. He isn't planning to dump shares or cash out his entire port if they run 10% up or down next week. There is a difference between trading and investing. A big difference.
That said Eric is dreaming he can grow his port income 10% annually for infinity years in a row. I follow along and remain a skeptical cheerleader. So far so good lol.
No, I don't get weary at all, I like to be challenged. That's the reason why I posted what I was thinking about so I can get other views.
I take having a public portfolio seriously, especially considering it's been public for over 7 years now. When every trade you make it being watched by others, you don't want to do anything too stupid! =)
