I sold my positions too early and missed out on 1.5% gains, now up just 25bps — but that’s ok because I really don’t give a shit. I closed out my “best ideas” portfolio which ended up a disaster, down 25% because it was a combo of heavily overweight aggressive stocks into the teeth of the Q4 correction. I’m not sure what I want to do with that account yet.
My quant is higher by 200bps today and there is good reason to be impressed by the action, broad based gains and very little pullbacks.
Nevertheless, I’ll remain small till the end of day and likely buy a bunch of shit for the overnight ripper. All that matters to me is progress and as long as I’m making money, irrespective of missed opportunities, I’m happy.
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Conclusive evidence: Fly and Cobie are one and the same.
“I’m not writing these long-form posts to be altruistic and charitable. I simply wanted u to know for sure that I’m smarter than u. gm”
What to do with the account?
Simple. Rename it to “Not the Best of Ideas”