Just some general thoughts about the market. As many of you know, I have fought through the incessant negative headlines, and remain steadfast on the blow off top. The final leg of this multi-year bull market. Its been a wonderful few years, and I think we still have more upwards trajectory ahead of us. We continue to…somewhat randomly…keep making all time highs.
In this video, I discuss a few topics. For example, Apple, though its been a splendid stock for decades…don’t get yourself caught in a “GE” situation, where you are Dollar Cost Averaging a popular stock for 22 years, only to break even in 25 years. I know commentary like this is not “popular”…but its the truth. Just because a stock always has, does not mean it always will.
I did cut 1 position today, it is discussed in this video and down below. I am also keeping an eye on another position that is being fussy. Compound winners, cut losers.
Please do not feel the need to subscribe for the content down below, this is a positional update for people following along with me already.
