Walking the Portfolio Path: A Lesson in Total Portfolio Management
Hi everyone ! It’s me again , back with another reflection on this marathon we call investing. Today, I would like to talk about something close to my heart— portfolio management . Too often, I see folks (and I’ve been guilty of this myself) zooming in on the daily price ticker of a single stock, feeling stressed and anxious when one of our holdings takes a dive. It’s human nature , isn’t it? We watch that one stock plummet 10% in a day, and suddenly, the world feels like it’s crashing down. But here’s the thing I’ve learned over the years: that’s not the full picture. Investing isn’t about one stock’s wild ride, it’s about managing the whole portfolio , like tending a garden with different plants blooming and wilting at their own pace. Let’s step back for a moment. Stock corrections happen. Businesses don’t move in a straight line upward; they ebb and flow with their industries, economies, and market sentiments. Some days, your REITs might be dragging their feet while your blue-...
