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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: bruwin who wrote (78996)1/22/2026 3:41:06 PM
From: E_K_S  Read Replies (1) | Respond to of 79043
 
It is good info as the long term results are what counts and how one achieves a diversified portfolio. FWIW, my best investment is/was the purchase of a multiunit property in NV at/near Lake Tahoe. This was during the financial crisis in 2008 and my Buy was in 2009. It is 5x the value today (now 16 years). I now live there 6 months of the year.

I also scale into stocks over time and see I had some WMB I bought over 14 years ago that only generated a 15% CAGR, so I sold that lot and moved the proceeds into NFLX today. I expect NFLX to double in 5 years based on management's 13% CAGR guidance.

So, buying a stock and/or adding new positions is just one small part in growing the portfolio. By scaling into a position over weeks & months when the market provides those opprotunities, I found I can better manage the gains & tax obligations when I scale out and/or peel off shares.

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It's important to let your winners run. I found this out the hard way selling way too soon.