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Archive of entries posted on 29th December 2020

Pay no attention to your portfolio. It’s end of the year. Except for the ones way-overpriced….

Pay no attention to your portfolio. It’s end of the year. And it’s doing weird things. Every portfolio manager is trying to make himself look brilliant by owning all the “right” stocks on December 31. It’s called marketing. The right stocks include Apple, Amazon, Peloton, Roku and a bunch of other famous companies that did […]