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← A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet.

8 connected korrents · 8 moments on record from 20 Feb 2024 to 3 Sept 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. A portfolio you cannot hold throughan ordinary market cycle is not aportfolio but a bet. Last stated 2 weeks ago 25 Aug 2026 · 2 weeks ago NM Nick Maggiulli — holds since 2026-08-25 — tap for who they are Same subject: Losing money periodically is a normal part of owning stocks, not a sign that something has gone wrong. — tap to centre the map on it Losing money periodically is anormal part of owning stocks,not a sign that something hasgone wrong. Last stated 2 weeks ago 27 Aug 2026 · 2 weeks ago BC Ben Carlson — holds since 2026-08-27 — tap for who they are Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting pointshould be the portfolio thatis best to hold independent ofany tactical market view Last stated 2 weeks ago 25 Aug 2026 · 2 weeks ago RD Ray Dalio — holds since 2026-02-19 — tap for who they are NM Nick Maggiulli — holds since 2026-08-25 — tap for who they are Same subject: An investor who never borrows against their securities can afford to think, because no fall in price can force them to sell. — tap to centre the map on it An investor who never borrowsagainst their securities canafford to think, because nofall in price can force them… Last stated 3 years ago 20 Feb 2024 · 3 years ago BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life. — tap to centre the map on it Refusing to commit is theright strategy inside aportfolio and the wrong oneeverywhere else in life. Last stated a month ago 28 Jul 2026 · a month ago NM Nick Maggiulli — holds since 2026-07-28 — tap for who they are Same subject: Portfolios get changed because of life events far more often than because of market events. — tap to centre the map on it Portfolios get changed becauseof life events far more oftenthan because of market events. Last stated 4 days ago 3 Sept 2026 · 4 days ago BC Ben Carlson — holds since 2026-09-03 — tap for who they are Same subject: There is no average year in the stock market; the long-run average only shows up over a very long horizon. — tap to centre the map on it There is no average year inthe stock market; the long-runaverage only shows up over avery long horizon. Last stated 2 weeks ago 27 Aug 2026 · 2 weeks ago BC Ben Carlson — holds since 2026-08-27 — tap for who they are Same subject: The pull of fundamentals that used to reverse market momentum has weakened, so betting on mean reversion is more dangerous than it was. — tap to centre the map on it The pull of fundamentals thatused to reverse marketmomentum has weakened, sobetting on mean reversion is… Last stated 5 days ago 2 Sept 2026 · 5 days ago AD Aswath Damodaran — holds since 2026-09-02 — tap for who they are Same subject: Day trading and technical analysis are proven not to work. — tap to centre the map on it Day trading and technicalanalysis are proven not towork. Last stated 3 weeks ago 17 Aug 2026 · 3 weeks ago PL Pieter Levels — holds since 2026-08-17 — tap for who they are
same subject or similar wordingbar: how recently it was last stated — full and dark this week, a faint sliver at five years

At the centre A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. Last stated 25 Aug 2026 · 2 weeks ago Holds Nick Maggiulli Read this korrent →