I’m sure we’ve has this discussion before. I can’t find a compelling argument in your post as to why I would even reduce my positions in my U portfolio. I mean I could sell half of the portfolio and do x with the money, but selling now imo would be too early. I always have a short time frame on these investments so I’m going to hold until at least end of Christmas.
I’m sure we’ve has this discussion before. I can’t find a...
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