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Mediocre performance is better than your top performers dropping 30% or 60%.

I can point couple companies that suddenly dropped from $90 a share to below $10 and then they never got up “Just eat takeaway.com” between 2018 and 2022 it was looking like they would go to the moon. In 2022 you can see hell of a drop and it is not going back.

If you would sell parts of it before 2022 you would lock at least some of the gains.

But I think you know better when to switch companies ;)






Oh, I've had my portfolio drop 90% once. And drop 50% at other times, and 30% drops.

It's not easy to suppress the panic.




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