My Portfolio snapshot from 04/14/2010. All these positions were acquired between late Dec'08 and 03/06/2009 (GFC bottom).
A hard look and few lessons from that time. ⬇️
Some background :
After dabbling in some rookie trading in 07-08 (tiny portfolio) and getting my fingers burnt from a trade in Crocs (Oct'07, long story), I was mostly on the sidelines and just watched the Financial meltdown starting Sep'08.
Was lucky enough to read some Seth Klarman, Peter Lynch and Buffett stuff during Fall 2008 which put things in perspective.
Seth Klarman's "The Forgotten Lessons of 2008" has some pretty good reminders to not get carried away during the good times (forgetting the timeless lessons) and leaving us vulnerable for the bad times.