For the experienced investors FOMO doesn’t exist because you eventually realise there is no such thing as missing out.
There is ALWAYS going to be another great opportunity.
They never stop coming.
There is ALWAYS going to be another great opportunity.
They never stop coming.
For example: it is no secret that we have been under-allocating to the overvalued stock market.
But even with our cautious stance, we have still found a plethora of opportunities over the last two years.
The last three examples, tweeted here in real-time as they happened.
But even with our cautious stance, we have still found a plethora of opportunities over the last two years.
The last three examples, tweeted here in real-time as they happened.
• in Mar 2020 we allocated to small-cap value while large-cap growth was constantly favored and outperforming with the bet doubling in valuing
• in Sep 2020 we allocated to small-cap energy as every man & his dog called it a dying industry with the best doubling in value
• in Sep 2020 we allocated to small-cap energy as every man & his dog called it a dying industry with the best doubling in value
And today, while we haven’t started allocating yet, we are warming up to Chinese internet businesses — which have been absolutely slaughtered in 2021.
For someone who isn’t all too keen on the broader stock market, clearly the opportunities NEVER stop coming!
For someone who isn’t all too keen on the broader stock market, clearly the opportunities NEVER stop coming!
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