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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: SeeksQuality who wrote (18992)	7/31/2025 11:31:03 AM
From: weathersystems	4 Recommendations Recommended By Balancedinvestor chap107 chowder SeeksQuality Read Replies (1) \| Respond to of 22054

Re:[ While I don't love losing money, I'll move past that to the next decision - buy, hold, or sell. I'll trim or sell on quality downgrades and operational weakness, not based on gains or losses. Figure if I generally own strong companies that the gains will come.] SQ, Thanks for sharing your approach—it’s always interesting to see how others handle drawdowns. I don’t track long-term gains by ticker. Since I believe in mean reversion, I mostly rely on FastGraphs for valuation signals and trim when things look stretched. I’ve definitely been burned before—after two or three rounds of trying to buy low and turn a profit, only to watch it slip again, I usually take the hint and move on to other companies. I think that’s where I’m at with healthcare. There are just too many external factors—policy shifts, regulation, pricing pressures—that increase long-term risk. I’m finding it harder to hold those names with the same conviction.