An Update on My Holdings, Process & Plans
hey Brad, saw your payPal update. Patience is the key in such cases. I have sometimes waited 3 years before fair value is reflected in a company. if you do this over many years, you will stop being frustrated!
Any updates to this holdings list?
Good read! I share my portfolio as well if you want to check it out.
https://finiche.substack.com/p/the-big-portfolio-refresh
Good stuff Brad! Question: do you have a maximum position size for your portfolio? Both purchased size and appreciated size?
hey Brad, saw your payPal update. Patience is the key in such cases. I have sometimes waited 3 years before fair value is reflected in a company. if you do this over many years, you will stop being frustrated!
Any updates to this holdings list?
Good read! I share my portfolio as well if you want to check it out.
https://finiche.substack.com/p/the-big-portfolio-refresh
Good stuff Brad! Question: do you have a maximum position size for your portfolio? Both purchased size and appreciated size?