Portfolio Review

I think one’s “cost basis” is one of the biggest biases affecting most investors. The way professional investors are remunerated perpetuates this, but it affects personal investors just the same. With that in mind, I want to review the holdings in my portfolio and make an assessment about the initial investment thesis and whether it still holds. Hopefully this can be a periodic exercise, and hopefully it can be done independent of the entry price/cost basis of each holding.

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