The Top Four Stocks I Own
My portfolio is always changing. When valuations go up I typically trim or sell an entire position. When they go down I aggressively average down.
I look for undervalued mean reversion plays. When everyone wants out of a stock I get interested. When everyone wants in a stocks I get out.
A major double digit selloff excites me. Typically the mark…
Keep reading with a 7-day free trial
Subscribe to Alpha Letter to keep reading this post and get 7 days of free access to the full post archives.