A detailed breakdown of my current portfolio and how it is performing. All my holdings are long, with a minimum 20 year investment horizon. Short term gains mean little in the grand scheme of things.
*Please note that this is opinion based on the math below which could be wrong. Not investment advice
The last time the Fed hiked 0.75%. Been a while eh?
Lower asset prices today = higher long term IRRs
Irrationality or Justified?
An experienced finance guy
I believe value is determined on a 20 year horizon.
Potential declining Free Cash Flow = lower valuation.
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