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To: Matthias345 who wrote (47032)3/14/2012 8:11:18 PM
From: Paul Senior1 Recommendation  Read Replies (1) | Respond to of 78656
 
"...your portfolio shouldn't be too much affected by broader macro-swings"

The idea of broad macro-swings is that it's broad. If someone has a portfolio of "good" stocks, they WILL be affected. (Talking here about a portfolio of more than five or six stocks, or portfolio 90% cash.) Portfolios might come out of it whole with time, but they will be affected.