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Excellent piece here.

It’s also quite typical for people who share their work publicly to provide monthly updates when times are good/update their rolling performance since inception, to then turn silent. Like all of a sudden the monthly update isn’t worth it - was it worth sharing during the bull markets then?

Some days, they’re happy to buy the dip and benefit from underperformance; the other days, they’re frustrated and very short-term oriented.

Nuance and consistency on how you view your portfolio, performance, and your personal objectives is key to succeed.

What to do when you’re underperforming
Apr 12
at
8:40 AM
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