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← Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life.

8 connected korrents · 8 moments on record from 9 Sept 2020 to 25 Aug 2026.

Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life. Refusing to commit is theright strategy inside aportfolio and the wrong one… NM Nick Maggiulli — holds since 2026-07-28 Same subject: Active investing collectively drags down portfolio returns, and the evidence leaves almost no counter-argument. — tap to centre the map on it Active investingcollectively drags down… AD Aswath Damodaran — holds since 2026-06-18 Same subject: A portfolio you cannot hold through an ordinary market cycle is not a portfolio but a bet. — tap to centre the map on it A portfolio you cannothold through an… NM Nick Maggiulli — holds since 2026-08-25 Same subject: You do not invest in companies, you invest in people — which is why an honest founder who cannot deliver still gets kept alive. — tap to centre the map on it You do not invest incompanies, you invest… JH Jensen Huang — holds since 2026-07-26 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 neverborrows against their… BA Bill Ackman — holds since 2024-02-20 Same subject: People persist with the method they enjoy rather than the one that is supposed to be best, and that is what decides the outcome. — tap to centre the map on it People persist with themethod they enjoy… LL Luca Lampariello — holds since 2020-09-09 Same subject: Being risk-conscious does not mean getting rid of risk; it means pricing it properly and understanding the range of outcomes. — tap to centre the map on it Being risk-consciousdoes not mean getting… JD Jamie Dimon — holds since 2025-07-16 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 startingpoint should be the… RD Ray Dalio — holds since 2026-02-19 NM Nick Maggiulli — holds since 2026-08-25 Same subject: Every year spent keeping your options open is a year not spent on whatever you eventually commit to. — tap to centre the map on it Every year spentkeeping your options… NM Nick Maggiulli — holds since 2026-07-28
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At the centre Refusing to commit is the right strategy inside a portfolio and the wrong one everywhere else in life. Holds NMNick Maggiulli Read this korrent →