Agree, same for me Pils. Good post
MT value holds "drifting" so opened up a pure under cash portfolio. Bought AGS, SBB and IAU so far and all green so far.
Came off 2 large multibag positions in first half 2015, so something different to refocus until my holds move or not...but I shouldn't expect the returns I've had first 6 months, as that can lead to some poor decisions/ overconfidence.
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