We don’t believe in comparing against indexes, and we believe in continually investing in great businesses
Last year or two many people have gone to cash
when do you “get back into the market”
DONE think that way!
Theres always a bull market somewhere! - Jim Cramer
Asset allocate and diversify so volatility is an opportunity!
Invest like a business owner
The industry tells you that volatility is bad and it causes you to lose money
Portfolio holdings
Greatest risks in portfolio? how do you view holdings in your portfolio?
Price Swings
How do investors view the ups and downs of prices of things in their portfolio?
Mutual funds can be extremely opaque
Predictions
How to investors view and predict predictions of the future
Performance
May 1, 2019