The market doesn't care about my timeline.
It never has.
As we enter the second half of the year, my portfolio is still down almost 19%.
Some positions are deeply underwater.
Others are finally starting to recover.
Could I have bought better?
Absolutely.
But investing isn't about looking smart every quarter.
It's about building a thesis, accepting that the market may disagree for months—or even years—and deciding whether the original reasons for owning a business are still valid.
I'm not expecting every position to recover.
I'm expecting the gap between price and value to narrow over time.
That's why I'm staying invested.
The second half of the year isn't about predicting the next headline.
It's about finding out which convictions were worth holding.
Time will judge the portfolio better than emotions ever could.
... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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