Adventures in Financial Independence
adventuresinfi
Some reflections on investing for just under 3 years.1. Start early. I'm 40 & wish I started doing this earlier.2. Understand yourself & your volatility tolerance3. Just as there is
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It’s easy to be your own worst enemyby behaving like a traderwhen your intent is to be an investorPart 2[THREAD] 1/x I previously talked about how the mismanagement of my
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It’s easy to be your own worst enemy by behaving like a trader when your intent is to be an investor[THREAD] 1/x Despite showing the most impressive return in my portfolio
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How I think about position sizing in a concentrated 'folio[THREAD]My initial position size is a reflection of:The attractiveness of the businessRisk/reward of current valuationCash availableNew positions are usually kept below
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