The downside of value investing is that I don’t know if my portfolio sucks today because everything I own is a small cap or everything is rate sensitive. The upside is that, if I’ve done my work well, it shouldn’t matter.
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Replying to @WoodhillValue
Couldn't agree more, what a salient comment to be able to fall back on pre October market break
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Replying to @Geoffsmithusa44
Thanks! And credit to @MachHBInvesting for some wise words that helped me make sure to walk the walk and not just talk the talk.
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Replying to @WoodhillValue @Geoffsmithusa44
Thanks for the credit WV. If you haven't checked it out already, Wachenheim has a great view on what matters in investing: the process https://moiglobal.com/latticework-2018-ed-wachenheim/ …
@gdsurowiec also has a good system for controlling emotions:
https://soundcloud.com/ideaweek/glenn-surowiec-201711#t=0:00 …
How you behave is 80% of the game.
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